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.
2014
Founded
$5.9M
2022 Revenue
YOY
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
Nest Wealth Funding History
FUNDING DATE | ROUND | AMOUNT | VALUATION |
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Team
Nest Wealth has 70 total employees and 2 sales reps that carry a quota.
DISTRIBUTION | QTY |
---|---|
Total team size | 70 |
Engineer | 26(37%) |
Sales | 2(3%) |
Marketing | 2(3%) |
CEO/Founder
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.
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Customers
Nest Wealth has 0 customers.
Lifetime Months
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x
Monthly ARPU
-
=
Lifetime Dollar
-
Acquisition Cost
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Average Annual Price
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Churn
Nest Wealth has an annual churn rate of 0.00%.
Gross Annual Dollar Churn
-0.00%
Annual Dollar Expansion
0.00%
Net Revenue Retention
0.00%
About Nest Wealth
Monthly Revenue
$490K
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Total Expenses
$0.0
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Net Income
$0.0
EBIDTA Margin
0.0%
+
YOY Growth
0.0%
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Rule of 40
0
Nest Wealth Board of Directors
Name | Position |
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Nest Wealth Executives
Name | Position |
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Randy Cass | CEO |
Nest Wealth Employees
Name | Position |
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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