Tech Company Financing Transactions
Nest Wealth Funding Round
On 7/9/2020, Nest Wealth raised $50 million in funding from NAventures.
Transaction Overview
Company Name
Announced On
7/9/2020
Transaction Type
Venture Equity
Amount
$50,000,000
Round
Undisclosed
Investors
Proceeds Purpose
The funding allows the company to remain an independent FinTech startup, noting that Nest Wealth remains majority controlled by employees and management.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
214 King St. West 510
Toronto ON, M5H 3S6
Canada
Toronto ON, M5H 3S6
Canada
Phone
Website
Email Address
Overview
Founded in 2014, Nest Wealth created Canada's first Software as a Service (SaaS) based digital wealth management platform with the goal of increasing investor access to sophisticated wealth management advice.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Randy Cass
VP - Customer Service
Luay Salman
VP - Engineering
Andrei Papaz
VP - Finance
David Faulkner
VP - Human Resources
Amanda Small
VP - Operations
Craig Neable
VP - Product Management
Ruth Boyd
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