2024 Revenue
$7.9M
Funding
$0
YOY
51%
Team
54
Founded
2014
How Nest Wealth CEO Randy Cass grew Nest Wealth to $7.9M revenue with a 54 person team in 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 |
|---|---|
| 2024 | Nest Wealth Hit $7.9m revenue in October 2024 |
| 2023 | Nest Wealth Hit $5.2m revenue in October 2023 |
| 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 |
|---|
Nest Wealth Employees & Team Size
Nest Wealth employs approximately 54 people as of 2026, down from 67 in 2023.
Nest Wealth has 54 total employees in different roles and functions and 2 sales reps that carry a quota.
| Year | Milestone |
|---|---|
| 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) |
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
| 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.
Frequently Asked Questions about Nest Wealth
What is Nest Wealth's revenue?
Nest Wealth generates $7.9M in 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 raised $0.
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.
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Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .