Craft

Nest Wealth

Total Funding

$7.5 M

Nest Wealth Summary

Company Summary

Overview
Nest Wealth is a provider of financial management and reporting solutions. It offers asset class monitoring, financial planning, wealth management, augmented intelligence advisory, taxation, and other solutions.
Type
Private
Status
Active
Founded
2014
HQ
Toronto, CA | view all locations
Website
https://www.nestwealth.com
Cybersecurity rating
Sectors

Key People

  • Randy Cass

    Randy Cass, CEO / Founder / Portfolio Manager

    • Nick Thadaney, Former President and CEO, Global Equity Capital Markets TMX Group

      Operating MetricsView all

      Solutions

      4

      Dec, 2022

      Trademarks

      1

      Dec, 2022

      LocationsView all

      3 locations detected

      • Toronto, ON HQ

        Canada

        214 King St W

      • Toronto, ON

        Canada

        210 - 675 King St W #510

      • Toronto, ON

        Canada

        510 King St W

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