Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time
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.
Last updated
In 2024, Nest Wealth's revenue reached $7.9M. The company previously reported $5.2M in 2023. Since its launch in 2014, Nest Wealth has shown consistent revenue growth.
Nest Wealth is a bootstrapped SaaS startup. Founded in 2014, Nest Wealth has grown to $7.9M in revenue without raising any venture capital or outside funding.
As a self-funded SaaS company, Nest Wealth has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
CEO
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.
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Nest Wealth yet.
Nest Wealth employs approximately 54 people as of 2026, down from 67 in 2023, including 2 sales reps that carry a quota.
Nest Wealth generates an estimated $7.9M in annual revenue.
Nest Wealth was founded by Randy Cass.
The CEO of Nest Wealth is Randy Cass.
Nest Wealth is bootstrapped and has not raised outside funding.
Nest Wealth has 54 employees.
Nest Wealth is headquartered in Toronto, Ontario, Canada.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
Claim this profile
Qobra is an AI-first sales compensation platform founded in 2020 by Antoine Fort (CEO), Axel (CTO)...
In-House Health is an AI-powered technical platform for modern nursing teams that transforms the...
85 associated members
Ginkgo Retail is an Ecommerce Operating System. A one stop solution for merchants who want to...
2024 Revenue
$7.9M(Est.)
Funding
$0
Team
54
Founded
2014
| Year | Milestone | Source |
|---|---|---|
| 2024 | Nest Wealth Hit $7.9m revenue in October 2024 | Estimated |
| 2023 | Nest Wealth Hit $5.2m revenue in October 2023 | Estimated |
| 2021 | Nest Wealth Hit $5.9m revenue in April 2021 | |
| 2014 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 54 employees (December 2024) | |
| 2024 | Reached 67 employees (October 2024) | |
| 2023 | Reached 67 employees (October 2023) | |
| 2023 | Reached 65 employees (September 2023) | |
| 2023 | Reached 68 employees (January 2023) | |
| 2022 | Reached 72 employees (October 2022) | |
| 2022 | Reached 75 employees (January 2022) | |
| 2021 | Reached 91 employees (December 2021) | |
| 2021 | Reached 78 employees (August 2021) | |
| 2021 | Reached 70 employees (April 2021) |
If you're the CEO and would like to join the podcast, please DM Nathan Latka on LinkedIn.
