Nest Wealth Asset Management Inc.
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Nest Wealth Asset Management Inc. - overview
Established
2014
Location
Toronto, ON-Ontario, Canada
Primary Industry
Financial Services
About
Founded in 2014 by Randy Cass, and based in Ontario, Canada, Nest Wealth Asset Management Inc. operates as a provider of Nest Wealth Pro, which enables wealth management firms, financial advisors, and individual investors to monitor and create investment portfolios with the use of Robo-advisors. In January 2024, Objectway S. p.
A acquired Nest Wealth Asset Management Inc. from the National Bank of Canada and Metroland Media Group Ltd. The firm’s flagship product, Nest Wealth Pro, provides a white-label platform for portfolio management, including features for digital onboarding, transparent reporting, and integrated back-office functions. The firm also offers a direct-to-investor solution through Nest Wealth Direct and financial planning services with Nest Wealth Plus.
Current Investors
Metroland Media Group Ltd., National Bank of Canada
Primary Industry
Financial Services
Sub Industries
e-Financial, Accounting/Finance Software
Website
www.nestwealth.com
Verticals
Cloud Computing, FinTech, FinTech
Company Stage
Angel & Seed
Total Amount Raised
Subscriber access only
Nest Wealth Asset Management Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Nest Wealth Asset Management Inc. | - | ||||||||
| Unspecified Round | Completed | Nest Wealth Asset Management Inc. | - | ||||||||
| Add-on | Completed | Razor Logic Systems | - | ||||||||
| Unspecified Round | Completed | Nest Wealth Asset Management Inc. | - | ||||||||
| Seed | Completed | Nest Wealth Asset Management Inc. | - |
Displaying 1 - 5 of 5
Nest Wealth Asset Management Inc. - employee data
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.