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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.
The headquarters serves as the central hub for Nest Wealth's operations, including executive leadership, technology development, customer support, and marketing.
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.
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.
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.
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.
36 Toronto St Suite 610
Toronto
Ontario
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.
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As of April 2025, Nest Wealth' leadership includes:
Nest Wealth has been backed by several prominent investors over the years, including:
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.
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'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
BetaKit • 2023-09-15
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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