2024 Revenue
$7.9M(Est.)
Funding
$0
Team
54
Founded
2014
Nest Wealth Revenue (2024)
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
Nest Wealth Revenue
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.
| 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 |
Nest Wealth Valuation, Funding Rounds
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 |
|---|
Founder / CEO
Randy Cass
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.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Nest Wealth yet.
Nest Wealth Employees & Team Size
Nest Wealth employs approximately 54 people as of 2026, down from 67 in 2023, including 2 sales reps that carry a quota.
| 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) |
Frequently Asked Questions about Nest Wealth
What is Nest Wealth's revenue?
Nest Wealth generates an estimated $7.9M in annual revenue.
Who founded Nest Wealth?
Nest Wealth was founded by Randy Cass.
Who is the CEO of Nest Wealth?
The CEO of Nest Wealth is Randy Cass.
How much funding does Nest Wealth have?
Nest Wealth is bootstrapped and has not raised outside funding.
How many employees does Nest Wealth have?
Nest Wealth has 54 employees.
Where is Nest Wealth headquarters?
Nest Wealth is headquartered in Toronto, Ontario, Canada.
Data and Sources
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.
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