Insights

Innovative Technology Nest Wealth stands out as Canada's first robo-adviser, leveraging advanced digital solutions and a well-structured investment platform centered around low-cost ETFs, indicating strong potential for partnership with firms seeking scalable, tech-driven wealth management solutions.

Recent Acquisition The recent acquisition by Italian fintech Objectway in 2024 suggests an increased focus on expanding technological capabilities and market reach, creating opportunities to offer complementary fintech integrations or joint product offerings.

B2B Expansion Since launching Nest Wealth Pro in 2017, the company has demonstrated growth in business-to-business services, signaling potential to upsell institutional or advisory clients interested in customizable digital wealth management platforms.

Market Recognition Being named one of Canada's 50 Best Workplaces in 2019 enhances its appeal as an innovative, employee-focused brand, making it a compelling partner or service provider for organizations valuing strong corporate culture and customer-focused solutions.

Growth Trajectory With an annual revenue estimated between $10 million and $25 million and a dedicated team, Nest Wealth presents a fertile opportunity for sales of scalable financial technology services, software integrations, or client acquisition tools targeted at growing digital wealth managers.

Nest Wealth Asset Management Tech Stack

Nest Wealth Asset Management uses 8 technology products and services including Salesforce, PostgreSQL, Moment.js, and more. Explore Nest Wealth Asset Management's tech stack below.

  • Salesforce
    Customer Relationship Management
  • PostgreSQL
    Database
  • Moment.js
    Javascript Libraries
  • Salesforce Service Cloud
    Live Chat
  • JavaScript
    Programming Languages
  • Google
    Search Engines
  • HTTP/3
    Web & Portal Technology
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Nest Wealth Asset Management's Email Address Formats

Nest Wealth Asset Management uses at least 1 format(s):
Nest Wealth Asset Management Email FormatsExamplePercentage
FLast@nestwealth.comJDoe@nestwealth.com
91%
Last@nestwealth.comDoe@nestwealth.com
5%
First@nestwealth.comJohn@nestwealth.com
3%
FL@nestwealth.comJD@nestwealth.com
1%

Frequently Asked Questions

Where is Nest Wealth Asset Management's headquarters located?

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Nest Wealth Asset Management's main headquarters is located at 210 King Street West, Unit 510 Toronto, Ontario M5V 1L7, CA. The company has employees across 2 continents, including North AmericaEurope.

What is Nest Wealth Asset Management's phone number?

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You can contact Nest Wealth Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Nest Wealth Asset Management's official website and social media links?

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Nest Wealth Asset Management's official website is nestwealth.com and has social profiles on LinkedIn.

What is Nest Wealth Asset Management's NAICS code?

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Nest Wealth Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Nest Wealth Asset Management have currently?

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As of October 2025, Nest Wealth Asset Management has approximately 46 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: D. T.Chief Operating Officer: G. L.Vp People And Culture: A. S.. Explore Nest Wealth Asset Management's employee directory with LeadIQ.

What industry does Nest Wealth Asset Management belong to?

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Nest Wealth Asset Management operates in the Financial Services industry.

What technology does Nest Wealth Asset Management use?

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Nest Wealth Asset Management's tech stack includes SalesforcePostgreSQLMoment.jsSalesforce Service CloudJavaScriptGoogleHTTP/3X-Content-Type-Options.

What is Nest Wealth Asset Management's email format?

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Nest Wealth Asset Management's email format typically follows the pattern of FLast@nestwealth.com. Find more Nest Wealth Asset Management email formats with LeadIQ.

When was Nest Wealth Asset Management founded?

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Nest Wealth Asset Management was founded in 2014.

Nest Wealth Asset Management

Financial ServicesCanada11-50 Employees

Nest Wealth Asset Management is a regulated Portfolio Manager and Canada’s First Robo-Adviser. We focus on personalization, cost-effectiveness and professional oversight while offering an investment service that is built for those who prefer a hands-off approach: a digital solution developed with a well-structured investment plan that supports our client needs with the creation of an appropriate portfolio of low-cost Exchange Traded Funds (ETFs).

Section iconCompany Overview

Headquarters
210 King Street West, Unit 510 Toronto, Ontario M5V 1L7, CA
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Nest Wealth Asset Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Nest Wealth Asset Management's revenue is estimated to be in the range of $10M$25M

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