Nest Egg
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Nest Egg - overview
Established
2016
Location
Conshohocken, PA, US
Primary Industry
Financial Services
About
Based in Pennsylvania, US, and founded in 2016 by CEO Michael Church and President Arden Miller, Nest Investments LLC doing business as Nest Egg operates as a provider of financial consulting such as virtual investment advisors, wealth management, and brokerage. In June 2023, Nest Egg raised venture funding co-led by OceanFirst Bank and Republic Bank & Trust Company. Nest Egg provides risk management for client's investments and funds for transforming them into wealth. The company offers consulting services for asset management and portfolio management.
In addition, the firm specializes in investment advice and assists customers in building their portfolio based on a customized comprehensive investment plan, regularly monitoring it, and understanding the possibility of attaining such goals in real-time.
Current Investors
Republic Bank & Trust Company, OceanFirst Bank
Primary Industry
Financial Services
Sub Industries
Financial Services, Internet
Website
www.hellonestegg.com
Verticals
FinTech
Company Stage
Early Stage
Total Amount Raised
Subscriber access only
Nest Egg - employee data
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