Insights

Acquisition Opportunity Nest Wealth was acquired by Objectway in early 2024, signaling potential for integration discussions, white-labeling opportunities, or cross-sell of Objectway’s suite to Nest Wealth clients or partners.

Robo-Advantage As Canada’s first robo-adviser with a low-cost, ETF-based portfolio, Nest Wealth targets hands-off investors and institutions seeking scalable digital wealth management, presenting a strong fit for technology-enabled advisory partnerships and institutional white-label solutions.

Pro Platform History Nest Wealth Pro launched in 2017 as a B2B platform, indicating established capability to serve advisor networks; potential for revitalization or expansion of enterprise-grade platforms to current clients or new broker-dealers seeking digital advisory tooling.

Financial Size & Growth Reported revenue range of 10–25 million with a lean employee base suggests opportunities for scalable product upsell, premium support, or managed services aimed at mid-market financial firms looking for cost-effective digital wealth solutions.

Industry Positioning Recognition as a top workplace and ongoing funding activity indicate strong employer branding and stability; use this to approach Nest Wealth for channel partnerships, sponsored education programs, or collaborative product development with a reputable, growth-focused fintech ally.

Nest Wealth Asset Management Tech Stack

Nest Wealth Asset Management uses 8 technology products and services including Segment, Postman, Atlassian Jira, and more. Explore Nest Wealth Asset Management's tech stack below.

  • Segment
    Customer Data Platforms
  • Postman
    Data Management Platforms
  • Atlassian Jira
    Issue Trackers
  • Preact
    Javascript Libraries
  • Scala
    Programming Languages
  • LinkedIn Sales Navigator
    Sales Enablement
  • HTTP/3
    Web & Portal Technology
  • Google Search Console
    Web Analytics

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

What is Nest Wealth Asset Management's phone number?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Nest Wealth Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Nest Wealth Asset Management have currently?

Minus sign iconPlus sign icon
As of July 2026, Nest Wealth Asset Management has approximately 38 employees across 4 continents, including North AmericaEuropeAsia. 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?

Minus sign iconPlus sign icon
Nest Wealth Asset Management operates in the Financial Services industry.

What technology does Nest Wealth Asset Management use?

Minus sign iconPlus sign icon
Nest Wealth Asset Management's tech stack includes SegmentPostmanAtlassian JiraPreactScalaLinkedIn Sales NavigatorHTTP/3Google Search Console.

What is Nest Wealth Asset Management's email format?

Minus sign iconPlus sign icon
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.

How much funding has Nest Wealth Asset Management raised to date?

Minus sign iconPlus sign icon
As of July 2026, Nest Wealth Asset Management has raised $56M in funding. The last funding round occurred on Jul 07, 2020.

When was Nest Wealth Asset Management founded?

Minus sign iconPlus sign icon
Nest Wealth Asset Management was founded in 2014.
Nest Wealth Asset Management logo

Nest Wealth Asset Management

Financial ServicesOntario, Canada11-50 Employees

Nest Wealth Asset Management operates as a regulated portfolio manager and robo-adviser in the Canadian financial services sector, delivering a digital investment service built around a structured investment plan and portfolios of low-cost exchange-traded funds. The service targets investors who prefer a hands-off approach and emphasizes personalization, cost-effectiveness, and professional oversight. The company is headquartered in Toronto, Ontario, at 210 King Street West, Unit 510, and employs between 11 and 50 people. Nest Wealth Pro, a business-to-business platform, was launched in 2017; in January 2024 Nest Wealth Inc. was acquired by Objectway Limited, an Italian fintech company. In 2019 the company was recognized as one of Canada's 50 Best Workplaces.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $56M

    Nest Wealth Asset Management has raised a total of $56M of funding over 3 rounds. Their latest funding round was raised on Jul 07, 2020as a series_unknown.

  • $10M$25M

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

Section iconFunding & Financials

  • $56M

    Nest Wealth Asset Management has raised a total of $56M of funding over 3 rounds. Their latest funding round was raised on Jul 07, 2020as a series_unknown.

  • $10M$25M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.