Nest Wealth
214 King St W Suite 510, Toronto, Ontario, Canada
How Nest Wealth hit $5.2M revenue with a 67 person team in 2023.
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
$5.2M
2023 Revenue
-5.6%
YOY
$55.9M
Funding
Nest Wealth Revenue
In 2023, Nest Wealth revenue run rate hit $5.2M in revenue.
-
2023
Nest Wealth hit $5.2M in revenue in 2023
-
2021
Nest Wealth hit $5.9M in revenue in 2021
-
2014
Nest Wealth launched in 2014 with $0 revenue
Nest Wealth Funding History
No funding has been reported for Nest Wealth yet.
Team
Nest Wealth has 67 total employees and 2 sales reps that carry a quota. an engineering team of 21 and a marketing team of 2.
DISTRIBUTION | QTY |
---|---|
Total team size | 67 |
Engineer | 21 (31%) |
Sales | 2 (3%) |
Marketing | 2 (3%) |
Founder / CEO
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
Churn
Nest Wealth Executives
Name | Position | Working Email | Personal Email |
---|---|---|---|
Randy Cass | CEO | [email protected] | - |
Nest Wealth Employees
Name | Position | Working Email | Personal Email |
---|---|---|---|
Randy Cass | CEO | [email protected] | - |
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 $5.2M 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 $55.9M.
-
How many employees does Nest Wealth have?
Nest Wealth has 67 employees.
-
Where is Nest Wealth headquarters?
Nest Wealth is headquartered at 214 King St W Suite 510, Toronto, Ontario, Canada
People Also Viewed
Chatmeter
Complete Local Brand Management Platform, Reputation and Local SEO Analytics for Multi-Location Chains and Agencies. Client Retention Rate over 90%
Textline
Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
MaestroQA
Provider of an open market orchestration platform intended to track customer behavior and analyze their preferences. The company's platform tracks application usage, feedback, user psychology and analytics of customer experience to deliver personalized and coordinated marketing experiences across marketing channels, enabling managers to empower agents with real-time feedback, granular insight into agent performance and pinpointed coaching.
Celoxis
The all-in-one solution to manage your Projects + Resources + Workflows + Timesheets & more. ✔ Powerful features ✔ Beautiful dashboards ✔ Superb reporting.
Clavister
Clavister is a provider of web based security and unified threat management software. The company offers virtual series network security products for virtual and cloud based security that include virtual private server, virtual private cloud and hosted data center. The company continues to grow by making periodic small acquisitions.
Timma
Provider of an online platform designed to help users to book for hair and massage services. The company's platform offers calendar and cash management services, enabling users to compare places easily by price, rating and location.