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Nest Egg Guru

Nest Egg Guru PF - Your Go-To Personal Finance Website. FREE financial planning software | Engaging PF Content

Founded 2012 United States Honolulu, United States 2 employees Seed Total: $25.00K Finance, Financial Services +1

General Information

Company Name Nest Egg Guru
Founded Year 2012
Location United States Honolulu, United States
Employees 2
Industries Finance, Financial Services, Internet
Funding Stage Seed
Social

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About Nest Egg Guru

Nest Egg Guru is a financial technology startup founded in 2012 and based in the United States. The company offers an intuitive web-based application designed to assist financial advisors in realistically stress-testing retirement savings and spending strategies. Their slogan, "Affordable Client-Facing Software for Financial Advisor Websites," encapsulates their mission to provide powerful and cost-effective tools for the independent advisor space. The application addresses the need for a retirement planning tool with an intuitive design and robust functionality, emphasizing easily understandable results. Nest Egg Guru also caters to advisor demand for a low subscription cost and a client-facing private label portal. The primary initial target market for the product is independent financial advisors, with a free version available for consumers. This free version offers functionality beyond most online calculators, expanding the company's reach and impact. In 20 October 2015, Nest Egg Guru successfully secured a $25.00K Seed Round investment from Blue Startups, signifying investor confidence in the company's innovative approach to financial technology. The investment will likely further support the company's mission of providing accessible, user-friendly tools for financial advisors and their clients. With a focus on addressing the evolving needs of the financial services industry, Nest Egg Guru is poised for continued growth and impact within the Finance, Financial Services, and Internet industries.

Business keywords: Financial planning software, Retirement planning tool, Client-facing application, Financial advisor software, Wealth management tool, Private label portal, Investment analysis, Financial services software, Intuitive design, Stress-testing tool, Asset allocation tool, Economic condition analysis

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $25.00K 1
Blue Startups
20 Oct 2015

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FAQ About Nest Egg Guru

Nest Egg Guru PF - Your Go-To Personal Finance Website. FREE financial planning software | Engaging PF Content
Nest Egg Guru was founded in 2012.
Nest Egg Guru is headquartered in Honolulu, United States.
Nest Egg Guru operates in Finance, Financial Services and Internet. Its work centres on Financial planning software, Retirement planning tool, Client-facing application and Financial advisor software.
Nest Egg Guru has approximately 2 employees.
Nest Egg Guru has completed 1 funding round, raising a total of $25.00K. The latest funding stage is Seed.
Top alternatives and competitors to Nest Egg Guru include Integrated Fiduciary Advisory Services, Estably Asset Management, Bonfire Financial, Montecito Capital Management I Kip Lytel, CFA, American Investment Planners LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Nest Egg Guru and Integrated Fiduciary Advisory Services 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.

Source: BounceWatch company record for Nest Egg Guru, https://bouncewatch.com/company/nest-egg-guru, updated 28 October 2024. When citing, please name BounceWatch and link this page.

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