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CA / Wealth Management Companies
Nest Wealth photo
Nest Wealth photo
Nest Wealth photo
Nest Wealth photo
Nest Wealth photo

Nest Wealth

4.3 50 reviews
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Address: 214 King St W Suite 510, Toronto, ON M5H 3S6, Canada Get Directions
Wealth Management Companies Best Wealth Management Companies in CA Best Wealth Management Companies in ON

Services & pricing

Average price range
ServiceDetailsPrice
Investment Management Portfolio Management $200 - $500 Call to Book
Robo-Advisory Services $100 - $300 Call to Book
Tax Optimization Strategies $150 - $350 Call to Book
Account Management RRSP Account Setup $0 - $100 Call to Book
Joint Account Management $0 - $100 Call to Book
Cash Account Setup $0 - $100 Call to Book
Financial Planning Retirement Planning $150 - $300 Call to Book
Investment Strategy Development $200 - $400 Call to Book
Wealth Management Consulting $250 - $500 Call to Book
Customer Service Email Support $0 - $50 Call to Book
Onboarding Assistance $0 - $100 Call to Book
Account Closure Support $0 - $50 Call to Book

What people love

From reviews
Recommend(3) Easy to use(3) Highly recommend(3) Very happy(2) Helped me(1) Easy to deal with(1) Great service(1) Easy to use(1) Friendly and helpful(1) Very friendly(1)

About this business

Established in 2014, Nest Wealth is the first Software as a Service platform for digital wealth management in Canada. This platform's aim is to increase access for investors and give customers cost-effective personalized wealth management advice. This means the digital wealth management platforms for wealth management companies and individual advisors will allow them to provide and manage any type of investment through any distribution channel. Financial institutions in North America, including the National Bank of Canada, are using Nest Wealth's digitized solutions to provide their customers with a better investment experience. Thousands of Canadians use Nest Wealth as their low-cost, transparent, and automated direct-to-investor wealth-management solution that aims to help them achieve their financial goals.

Reviews Summary

Overall, Nest Wealth reviews are incredible during the summary. Many users claim that customer service exceeded their expectations and commended the company for streamlining their financial management processes. Nest Wealth has made investing fun for many new participants. The friendly and dedicated staff are passionate about what they do and are excellent communicators. There was unanimous agreement that Nest Wealth's customer service is responsive, demonstrating the company's ability to deliver a great customer experience. Some users cited the straightforwardness of the new investment platform, while others praised the team's professionalism and attention-to-detail. The commitment of Nest Wealth to excellent customer service and simplifying investment processes is evident in the statements. Most messages demonstrate Nest Wealth's commitment to providing customers with a better investing experience and better products and services.

Location & directions

Toronto, Ontario
Nest Wealth
Wealth Management Companies
Address
214 King St W Suite 510, Toronto, ON M5H 3S6, Canada
Hours
Open 00:00 - 23:59
Get Directions
Nest Wealth Reviews · 4.3 average
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