Founded in 2014 and part of Objectway Group, Nest Wealth created Canada’s first SaaS-based digital wealth management platform, aimed at increasing investor access to sophisticated wealth management advice. Their solutions empower wealth management firms and individual advisors to manage investments through various distribution channels. Nest Wealth offers a low-fee, automated direct-to-investor wealth management solution, making it easier for Canadians to achieve their financial goals. The platform is utilized by established financial institutions across North America, including the National Bank of Canada, to enhance client investment experiences.
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