When was Nest Financial founded?

Nest Financial was founded in 2013.

Where is Nest Financial located?

Nest Financial is headquartered in Austin, United States.

How many employees does Nest Financial have?

As of Apr 30, 2026, the latest employee count at Nest Financial is 5.

Is Nest Financial a funded company?

Nest Financial is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Nest Financial rank among its competitors?

Nest Financial ranks 1790th amongst 3012 active competitors, of which 55 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of Nest Financial?

Nest Financial's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

Nest Financial - 2026 Company Profile & Competitors

Nest Financial is an unfunded company based in Austin (United States), founded in 2013. It operates as a Provider of financial planning, investment management, and wealth advisory services. Nest Financial has not raised any funding yet. The company has 3012 active competitors, including 55 funded and 344 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Provider of financial planning, investment management, and wealth advisory services. The firm delivers support for financial goal setting and investment strategies. It offers portfolio management and wealth-building guidance. The company provides resources to help clients navigate financial decisions.

Website: www.nestfinancial.net/
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Key Metrics

Founded Year

2013

Location

Austin, United States

Stage

Unfunded

Ranked

1790^th among 3012 active competitors

Employee Count

5 as on Apr 30, 2026

Similar Companies

Alera Group & 7401 more

View Nest Financial's full profile

Nest Financial has not raised any funding rounds yet.

Nest Financial's employee count trend

Nest Financial has 5 employees as of Apr 26. Here is Nest Financial's employee count trend over the years:

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Top competitors of Nest Financial include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Nest Financial, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Alera Group 1995, Deerfield (United States), Acquired	Provider of HR, life & health insurance, general liability, and other services	$250M	The Carlyle Group, Ares Capital Corporation ... & 5 others	72/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 13 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	66/100
5th	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
6th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	63/100
7th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
8th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Franklin Templeton Investments ... & 6 others	62/100
9th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	61/100
10th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	61/100
1790th	Nest Financial 2013, Austin (United States), Unfunded	Provider of financial planning, investment management, and wealth advisory services	-	-	18/100