When was Nest Wealth founded?

Nest Wealth was founded in 2014 and raised its 1st funding round 1 year after it was founded.

Where is Nest Wealth located?

Nest Wealth is headquartered in Toronto, Canada.

How many employees does Nest Wealth have?

As of Jul 01, 2024, the latest employee count at Nest Wealth is 74.

Is Nest Wealth a funded company?

Nest Wealth is a funded company, having raised a total of $5.95M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Aug 06, 2015.

When was the latest funding round of Nest Wealth?

Nest Wealth's latest funding was a $***** Series B round on Jul 07, 2020, with participation from 1 investor. Its primary sector is Investment Tech. In Canada, the Investment Tech sector has seen $32M in funding in 2026 to date.

Where does Nest Wealth rank among its competitors?

Nest Wealth ranks 3rd amongst 21 active competitors, of which 5 are funded. It stands 2nd in terms of total funding among its competitors. The most recent competitor to raise funding was Pluvo, which secured $5M in Feb, 2026.

Who are the top competitors of Nest Wealth?

Nest Wealth's top competitors include Investia Financial Services, Pluvo and Responsive. Among them, Pluvo secured the most recent funding round in February, 2026.

Nest Wealth - 2026 Company Profile, Team, Funding & Competitors

Company Details

Nest Wealth is an online portfolio manager that uses a combination of large low-cost broad ETFs from the largest ETF providers in Canada to construct the investment portfolio. All client accounts are held at National Bank Correspondent Network, a member of the Canadian Investor Protection Fund and backed by the strength of National Bank. Nest Wealth charges a flat $80 monthly advisory fee. The other fees incurred are the costs of trading and holding the ETFs you will own.

Website: nestwealth.com
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Key Metrics

Founded Year

2014

Location

Toronto, Canada

Stage

Acquired

Total Funding

$5.95M in 3 rounds

Latest Funding Round

Series B, Jul 07, 2020, $*****

Investors

National Bank of Canada & 2 more

Ranked

3^rd among 21 active competitors

Employee Count

74 as on Jul 01, 2024

Investment & Acquisitions

RazorPlan

Similar Companies

Betterment & 586 more

Exit Details

Acquired by Objectway (Jan 22, 2024)

View Nest Wealth's full profile

Nest Wealth got acquired by Objectway on Jan 22, 2024.

Click here to take a look at Nest Wealth's acquisition in detail

Nest Wealth has raised a total funding of $5.95M over 3 rounds. Its first funding round was on Aug 06, 2015. Its latest funding round was a Series B round on Jul 07, 2020 for $*****. 1 investor participated in its latest round. Nest Wealth has 3 institutional investors.

Here is the list of recent funding rounds of Nest Wealth:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 07, 2020	2817517	Series B	1305295	3870330	3109719	3489944
Apr 21, 2017	5675903	Series A	7241131	7942558	4922996	4157041
Aug 06, 2015	8700862	Seed	7121975	5635291	8414236	Metroland Media

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View details of Nest Wealth's funding rounds and investors

The founders of Nest Wealth is Randy Cass.

Here are the details of Nest Wealth's key team members:

Randy Cass: Founder & CEO of Nest Wealth.

View details of Nest Wealth's Founder profiles and Board Members

Nest Wealth's employee count trend

Nest Wealth has 74 employees as of Jul 24. Here is Nest Wealth's employee count trend over the years:

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Top competitors of Nest Wealth include Investia Financial Services, Pluvo and Responsive. Here is the list of Top 10 competitors of Nest Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Investia Financial Services 1988, Quebec City (Canada), Acquired	Financial advisory and investment platform for individuals	-	-	52/100
2nd	Pluvo 2023, Ottawa (Canada), Seed	Developer of an AI platform for financial planning and analysis	$5M	Altair Capital, Andreessen Horowitz & 3 others	48/100
3rd	Nest Wealth 2014, Toronto (Canada), Acquired	Fully managed investment account.	$5.95M	National Bank of Canada, MaRS Discovery District ... & 1 others	44/100
4th	Responsive 2015, Vancouver (Canada), Series A	AI-driven wealth management	$7.15M	Plug and Play Tech Center, The Co-operators ... & 5 others	55/100
5th	CI Direct Investing 2020, Vancouver (Canada), Unfunded	Robo advisor and investment management platform	-	-	41/100
6th	Qara 2014, Seoul (South Korea), Series A	AI-enabled robo advisory platform for wealth management	$3M	Naver, NXC & 4 others	36/100
7th	WealthBar 2012, Vancouver (Canada), Acquired	Online financial advisor	$4.26M	Nicola Wealth, Launch Academy & 4 others	36/100
8th	ModernAdvisor 2013, Vancouver (Canada), Acquired	Automated investment advisor.	$2.2M	Conconi Growth Partners & 1 others	35/100
9th	Digilytics 2014, London (United Kingdom), Series A	Loan origination solutions for mortgages	$3.34M	Maven Capital Partners	32/100
10th	Advize 2012, Boulogne billancourt (France), Funding Raised	Online investment brokerage & advisory platform	-	-	28/100