Insights

Innovative Technology Usage Nest Wealth's use of advanced technology stacks such as Salesforce, PostgreSQL, and modern web standards indicates a strong digital infrastructure that can be enhanced further with new fintech integrations or AI-driven advisory tools, presenting opportunities for tech vendors and integrations.

Acquisition and Growth Strategy The recent acquisition by Objectway and the launch of Nest Wealth Pro demonstrate a strategic focus on expanding business-to-business offerings and global partnerships, which can be leveraged to cross-sell enterprise solutions or B2B fintech services.

Market Position and Potential As Canada's first robo-adviser with a personalized, low-cost ETF-based investment platform, Nest Wealth appeals to cost-conscious investors and financial institutions seeking digital wealth management solutions, making them a prime target for white-labeling or collaborative product offerings.

Growth and Revenue Range With revenues estimated between 10 and 25 million dollars and a relatively small team, Nest Wealth is positioned for scalable growth and open to additional funding or partnership opportunities that can accelerate their technological and market expansion.

Strategic Collaborations Their partnerships with Razorplan and recent corporate developments highlight openness to collaborative ventures in financial planning and wealth management services, offering prospects for firms specializing in financial software integration or joint product development initiatives.

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. 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 December 2025, Nest Wealth Asset Management has approximately 47 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 ServicesOntario, Canada11-50 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
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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