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Nest Wealth

๐Ÿ“ Toronto, ON

Digital wealth management and planning software for advisors and institutions.

๐Ÿ’ฐ subscriptionFrom 0.35% AUM (min $5/mo) CAD

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Eh Score 4.0 ?

How Canadian is this company? Rated 1-5 on ownership, data residency & team presence.

https://nestwealth.com

About 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

  • ๐Ÿ‡จ๐Ÿ‡ฆ Canadian-founded
  • ๐Ÿข Canadian-owned
  • ๐Ÿ‘ฉโ€๐Ÿ’ป Dev team in Canada
Why it's Canadian 3 verified signals
  • ๐Ÿ‡จ๐Ÿ‡ฆ Canadian-founded
  • ๐Ÿข Canadian-owned
  • ๐Ÿ‘ฉโ€๐Ÿ’ป 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.