About Us

Nest Wealth makes it easy for you to obtain sophisticated wealth management focused on your long-term goals without high fees, large minimums or lack of transparency.

Who We Are

Founded in 2014, Nest Wealth created Canada’s first Software as a Service (SaaS) based digital wealth management platform with the goal of increasing investor access to sophisticated wealth management advice.

Nest Wealth’s digital wealth solutions also empower wealth management firms and individual advisors to provide and manage virtually any investment for any investor through any distribution channel. Today, Nest Wealth’s digital solutions are used by well-established financial institutions across North America, including the National Bank of Canada, to deliver superior investment experiences to clients.

Nest Wealth also offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier for thousands of Canadians to reach their financial goals.

Individual Investor Solutions

With the lowest portfolio management fees in Canada, Nest Wealth’s direct-to-investor solution lets Canadians retire richer by saving on fees and keeping more of their money.

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Financial Advisor Solutions

Nest Wealth Plus is a digital wealth solution that provides your clients access to low cost customized ETF portfolios with a paperless digital onboarding process.

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Nest Wealth Pro is an enterprise white-label solution featuring digital onboarding, reporting, and integrated back office and compliance functionality tailored to enterprises’ unique operational requirements.

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