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Nest Wealth revenue hit $5.9 million in 2023

Nest Wealth team size is 70 employees


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Nest Wealth

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How Nest Wealth hit $5.9M Revenue

Developer of a wealth management platform designed to help people manage investment portfolio. The company's wealth management platform offers an online automated financial advisor, that combines the customization of a personal portfolio manager with the convenience, transparency and time-savings technology, enabling them to track, monitor and manage their investment portfolio.

Founded

2014

Founded

Revenue

$5.9M

2022 Revenue

YOY
-----

YOY

Funding
$0.0

Funding


Nest Wealth Revenue

In 2022, Nest Wealth revenue run rate hit $5.9M in revenue.

  • 2021

    Nest Wealth hit $5.9M in revenue in 2021

  • 2014

    Nest Wealth launched in 2014 with $0 revenue

$5.9M

Nest Wealth Funding History

    FUNDING DATEROUNDAMOUNTVALUATION

    Team

    Nest Wealth has 70 total employees and 2 sales reps that carry a quota.

    2021
    DISTRIBUTIONQTY
    Total team size
    70
    Engineer
    26(37%)
    Sales
    2(3%)
    Marketing
    2(3%)

    CEO/Founder

    Randy Cass

    Randy Cass is founder and CEO of Nest Wealth and former host of BNN's Market Sense. Metroland is a strategic investor in Nest Wealth.

    Q&A

    What`s your age?

    -

    Favorite online tool?

    -

    Favorite book?

    -

    Favorite CEO?

    -

    Advice for 20 year old self

    -


    Customers

    Nest Wealth has 0 customers.

    Lifetime Months

    -

    x

    Monthly ARPU

    -

    =

    Lifetime Dollar

    -

    Acquisition Cost

    -

    Average Annual Price

    -

    $0$0024681012
    $0$0024681012

    Churn

    Nest Wealth has an annual churn rate of 0.00%.

    -100-500%50100

    Gross Annual Dollar Churn

    -0.00%

    Annual Dollar Expansion

    0.00%

    Net Revenue Retention

    0.00%


    About Nest Wealth

    Monthly Revenue

    $490K

    -

    Total Expenses

    $0.0

    =

    Net Income

    $0.0

    EBIDTA Margin

    0.0%

    +

    YOY Growth

    0.0%

    =

    Rule of 40

    0


    Nest Wealth Board of Directors

    NamePosition

    Nest Wealth Executives

    NamePosition
    Randy Cass CEO

    Nest Wealth Employees

    NamePosition
    Randy Cass CEO

    Frequently Asked Questions about Nest Wealth

    When was Nest Wealth founded?

    Nest Wealth was founded in 2014.

    How much revenue does Nest Wealth generate?

    Nest Wealth generates $5.9M in revenue.

    Who is the CEO of Nest Wealth?

    The CEO of Nest Wealth is Randy Cass.

    How much funding does Nest Wealth have?

    Nest Wealth raised $0.

    How many employees does Nest Wealth have?

    Nest Wealth has 70 employees.

    Where is Nest Wealth headquarters?

    Nest Wealth is headquartered in Canada