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nest egg logo — The future of investment advice.

nest egg

The future of investment advice.

Founded 2016 United States Conshohocken, United States 13 employees Pre Seed Finance, Platforms +1

General Information

Company Name nest egg
Founded Year 2016
Location United States Conshohocken, United States +1
Employees 13
Industries Finance, Platforms, Wealth Management
Funding Stage Pre Seed
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About nest egg

Nest Egg is a finance, financial services, and fintech startup founded in 2016 and based in the United States. The company's slogan, "The future of investment advice," reflects its core mission. Nest Egg distinguishes itself by blending state-of-the-art technology with traditional human touchpoints to offer a comprehensive investment platform for financial institutions of any size. Whether establishing a new financial services program or transitioning an existing one, Nest Egg sets out to deliver an industry-leading experience to customers. The most recent significant financial development for Nest Egg is a $5.00M Venture Round investment received on 05 June 2023. Notably, the investment was made by Republic Bank - PA, NJ, & NY and OceanFirst Bank. This investment highlights the confidence that reputable financial institutions have in Nest Egg's potential and vision. Nest Egg's services encompass Investment Advisory Services through Nest Investments LLC, a Registered Investment Adviser; Securities through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC; and Insurance through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg. This multi-faceted approach demonstrates its dedication to offering a comprehensive and seamless investment experience for its clients.

Taxonomy: investment advisory, broker dealer, robo advisory, portfolio management, virtual advisers, investment management, retirement planning

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round •••••• 1
Investor
01 Mar 2023

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FAQ About nest egg

The future of investment advice.
nest egg was founded in 2016.
nest egg is headquartered in Conshohocken, United States.
nest egg operates in the following industries: Finance, Platforms, Wealth Management.
nest egg has approximately 13 employees.
nest egg has completed 1 funding round. The latest funding stage is Pre Seed.
Top alternatives and competitors to nest egg include Fortune Financial, Arete Advisors, Senior Planning Advisors, Stonebridge Financial Partners, LLC, Rayhons Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
nest egg and Fortune Financial are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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