What Does Nest Wealth Do?

Total employees50
HeadquartersToronto
Founded2014

Nest Wealth is a Canadian fintech company that provides automated investment management services. They aim to make financial planning accessible and affordable for everyone by offering diversified investment portfolios managed online for a fixed monthly fee, regardless of the portfolio size. Their platform allows users to set financial goals, choose a risk tolerance, and have a personalized investment portfolio constructed and managed on their behalf. Nest Wealth focuses on simplicity, transparency, and cost-effectiveness in their investment approach.

Where Is Nest Wealth's Headquarters?

Nest Wealth officeNest Wealth officeNest Wealth officeNest Wealth office
*Images sourced via web search. Rights belong to original owners

HQ Function

The headquarters serves as the central hub for Nest Wealth's operations, including executive leadership, technology development, customer support, and marketing.

Notable Features:

The office is located in a historic building in the Old Toronto Financial District, retaining some of its classic architectural features while being modernized to accommodate a growing tech company.

Work Culture:

Nest Wealth fosters a collaborative and innovative work environment. They emphasize transparency, data-driven decision-making, and a customer-centric approach to financial planning. The culture is reportedly fast-paced, reflecting the dynamic nature of the fintech industry.

HQ Significance:

The Toronto headquarters is significant as it represents Nest Wealth's commitment to the Canadian market and its position as a leading fintech innovator within the country.

Values Reflected in HQ: The Nest Wealth headquarters reflects the company's values of accessibility, transparency, and innovation. The open office layout encourages collaboration, while the use of technology reflects their commitment to digital financial solutions.

Location:

While Nest Wealth primarily operates within Canada, their technology platform supports clients across the country. They are focused on expanding their reach within the Canadian market before considering international expansion. Their core functions include portfolio management, financial planning, and customer support, all delivered digitally.

Street Address:

36 Toronto St Suite 610

City:

Toronto

State/Province:

Ontario

Country:

Canada

Where Else Does Nest Wealth Operate Around the World?

Montreal, Quebec, Canada

Address: Information Not Readily Available

Primarily serves the Quebec region, providing customer support and potentially sales and marketing activities tailored to the local market.

Buying Intent Signals for Nest Wealth

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Nest Wealth? Meet the Executive Team

As of April 2025, Nest Wealth' leadership includes:

Randy Cass - Founder & CEO

Who's Investing in Nest Wealth?

Nest Wealth has been backed by several prominent investors over the years, including:

Power Financial Corporation
Portag3 Ventures

What Leadership Changes Has Nest Wealth Seen Recently?

Hire0
Exits0

Limited information is publicly available regarding executive hires and exits within the last 12 months. More specific research is needed to provide an accurate summary.

What Technology (Tech Stack) Is Used byNest Wealth?

Discover the tools Nest Wealth uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Nest Wealth Email Formats and Examples

Nest Wealth's email format commonly follows a pattern using the first initial and last name. Variations may exist depending on the employee's seniority and department.

[first_initial][last]@nestwealth.com

Format

jdoe@nestwealth.com

Example

80%

Success rate

What's the Latest News About Nest Wealth?

BetaKit • 2023-09-15

Nest Wealth joins CIX Top 20 Early Stage Innovative Companies for 2023

Nest Wealth joins CIX Top 20 Early Stage Innovative Companies for 2023 and was recognized for its work in disrupting financial services in Canada...more

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