Nest Wealth
Digital wealth management and planning software for advisors and institutions.
Listings are free. Companies cannot pay to change their score, rank, or inclusion on EhList.
How Canadian is this company? Rated 1-5 on ownership, data residency & team presence.
https://nestwealth.comAbout Nest Wealth
Nest Wealth provides digital wealth management infrastructure for advisors and financial institutions across Canada. Toronto-based since 2014, they power the robo-advisory and planning tools that banks and wealth firms offer under their own brand.
- Headquarters
- Toronto, ON
- Founded
- 2014
- Team size
- 51-200 employees
- Pricing
- subscription - from 0.35% AUM (min $5/mo) CAD
- Last verified
- March 2026
The Eh Score rates Canadian ownership, data residency, founding location, team presence, and support availability. Learn more โ
Why it's Canadian
- ๐จ๐ฆ Canadian-founded
- ๐ข Canadian-owned
- ๐ฉโ๐ป Dev team in Canada
Why it's Canadian
- ๐จ๐ฆ Canadian-founded
- ๐ข Canadian-owned
- ๐ฉโ๐ป Dev team in Canada
Why it's on EhList
If you're replacing Betterment or Wealthfront, Nest Wealth is one of the Canadian names that actually belongs on the shortlist. It's here because the company itself is genuinely Canadian, which matters if you want your money going to a domestic vendor rather than just a local sales office.
Canadian alternatives to the tools Nest Wealth competes with
See how Nest Wealth stacks up, and find other Canadian options in the same space.
Similar Canadian Tools
Ranked by how closely they overlap - same use case, similar pricing, shared users switching between them.