General Application

Nest Wealth is dedicated to transforming the investment landscape for Canadians. Our customers, whether they are individual investors, financial advisors, or large financial institutions, often face challenges with traditional investment models that can be complex, opaque, and carry high fees. This is why we created Canada's first Software as a Service (SaaS) digital wealth management platform in 2014. Our goal is to provide increased access to sophisticated wealth management advice and tools that are both transparent and cost-effective. We empower our clients by offering personalized investment portfolios, automated investing solutions, and tax-efficient strategies. For individual investors, our Nest Wealth Direct platform offers an automated, low-fee way to reach financial goals. Financial advisors and institutions benefit from our Nest Wealth Pro and Nest Wealth Plus solutions, which provide customizable, white-label platforms with digital onboarding, reporting, and integrated back-office functionalities. We understand that navigating the world of finance can be daunting, which is why we focus on delivering a superior investment experience that simplifies the process and helps our clients achieve their financial aspirations.

Our customers are at the heart of everything we do. We recognized that many Canadians were underserved by existing financial services, facing high fees that could significantly erode their potential wealth over time. This is why we developed a model with low, transparent fees that remain consistent, regardless of account size. We strive to ensure that the best possible financial advice is accessible to the most people. Our platform is designed to be user-friendly, allowing clients to easily set and track their financial goals. We also provide comprehensive educational resources, including webinars and a blog, to enhance financial literacy. By partnering with major financial institutions, like the National Bank of Canada, and continuously innovating our technology, we aim to remove friction from financial interactions, reduce operational costs for businesses, and ultimately help all our clients—from individuals to large enterprises—to scale their operations and achieve their financial objectives. Our commitment is to provide a better financial future by making sophisticated wealth management accessible to everyone.