Nest Egg
- Company typePrivate
- Founded2017
- HeadquartersConshohocken, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Nest Egg firmographics
Firmographics- Name
- Nest Egg
- Legal name
- Nest Investments LLC
- Website
- https://hellonestegg.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Nest Egg industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where Nest Egg is headquartered
LocationHeadquarters
- HQ city
- Conshohocken
- HQ country
- United States
- HQ region
- North America
Markets served
Nest Egg business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Investment Advisory Services: Nest Egg provides investment advisory services through its partnership with banks and credit unions. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Advisor.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard investment account with $1,000 minimum |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Nest Egg product offering
Product offeringCore offering
Nest Egg is a Registered Investment Advisor that delivers on-demand financial advisory services through a fintech platform featuring live video and chat advisors, screen-share onboarding, and personalized portfolio management. The company partners with banks and credit unions under a B2B2C model to embed white-label investment advisory within those institutions, and additionally offers 401(k) administration services for employers and participant access for employees. Investment Advisory Services are delivered through Nest Investments LLC, with broker-dealer activity handled by the wholly-owned subsidiary Nest Investments BD LLC.
Product overview
Nest Egg is a fintech platform offering three core products: Nest Egg Investing (on-demand financial advisory with live video advisors for individual investors), Nest Egg 401(k) Participant (employee retirement account access), and Nest Egg 401(k) Employer (employer plan management with fiduciary coverage). The platform connects users with real advisors through video or chat, offering personalized investment advice, portfolio management, and retirement planning services.
Differentiator
Problem solved
Functional benefit
Products and services
- Nest Egg Investing On-demand financial advisory service that connects individual investors with live video advisors for personalized investment guidance, portfolio management, and goal-based financial planning. Customers can sign up with a $1,000 minimum, use screen-share to onboard with an advisor, and access a curated set of investment products (ETFs, mutual funds, annuities).
- Nest Egg 401(k) Participant 401(k) account management platform for plan participants enabling employees to access their retirement accounts, review balances, make changes, and connect with Nest Egg advisors for retirement planning guidance.
- Nest Egg 401(k) Employer Employer-facing 401(k) plan management solution providing full-service plan setup, 3(16) and 3(38) fiduciary coverage, fee-saving strategic recordkeeping, a Morningstar-curated 4- and 5-star rated investment fund lineup, and financial literacy tools for employees, administered with Lincoln Financial.
Quantifiable outcome
- 1.5% to 4% per year additional return for clients working with an advisor
- +2 more outcomes
Companies that use Nest Egg
Customer profileNamed customers13 records
Segments3 records
Ideal customer profiles4 records
Nest Egg technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature2 records
Nest Egg partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core.
- Washington State BankcoreNest Egg provides investment advisory services to Washington State Bank customers through a white-label platform, offering financial planning tools and on-demand advisor access. The partnership allows the bank to provide investment services to their customers without building in-house capability.
- Prevail BankcoreNest Egg at Prevail Bank provides an easy-to-use investment and financial planning platform offering professional wealth management to customers of all asset levels.
- OceanFirst BankcoreNest Egg partners with OceanFirst Bank to provide clients with goal-driven professional account management. Securities are also offered through Nest Investments BD LLC, an SEC-registered broker-dealer.
- Phoenixville Federal BankcoreNest Egg at Phoenixville Federal Bank provides a solution for simplified investing with professional account management.
- First Bank HamptoncoreNest Egg at First Bank Hampton offers a simple online solution for goal-driven financial plans, with live professional account management available on demand.
- Fortifi BankcoreNest Egg at Fortifi Bank makes investing and financial planning stress-free with accessible advisors from in-branch terminals or home.
- KeySavings BankcoreNest Egg at KeySavings Bank provides professional investment management services with on-demand advisor access starting at $1,000 minimum.
- Flannagan BankcoreNest Egg at Flannagan Bank provides a simplified investing solution with easy access to financial planning and virtual investment advisors.
- Republic BankcoreNest Egg at Republic Bank simplifies the investing and financial planning process with accessible advisors and portfolio management.
- J.W. ColecoreJ.W. Cole (J.W. Cole Advisors, Inc. & J.W. Cole Insurance Services, Inc.) offers Nest Egg services as a team of on-demand advisors helping clients achieve unique financial goals.
- First State BankcoreNest Egg simplifies investing at First State Bank with quality planning tools and professional advice available remotely or in branches.
- The Atlantic FCUcoreNest Egg provides The Atlantic FCU members with simple and effective financial management with professional account management and advice just a click away.
- Healthcare Employees FCUcoreNest Egg at Healthcare Employees FCU provides on-demand advice and account management to help members plan confidently and achieve goals.
- Lincoln FinancialcorePartnership with Lincoln Financial for 401k plan administration. Plans utilize Morningstar's curated Investment Fund lineup of 4- and 5-star rated funds.
- Apex ClearingcoreInvestments are held securely through Apex Clearing for client accounts.
- TD AmeritradecoreInvestments held through TD Ameritrade for transparency and security.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
Nest Egg competitors and assessment
Company assessmentDirect peers
- Vestwell: Vestwell is a B2B 401(k) and retirement platform for small and mid-sized employers, offering recordkeeping, fiduciary support, and an advisor marketplace. Highly comparable to Nest Egg's 401(k) employer and participant products via its white-label/embedded go-to-market.
- Guideline: Guideline provides a 401(k) and retirement platform purpose-built for small businesses, including automated administration and fiduciary services. Closely comparable to Nest Egg's 401(k) employer offering and SMB-focused customer base.
- Betterment: Betterment is a digital RIA offering individual investing, plus Betterment for Business (401(k) for SMBs). Comparable to Nest Egg on the individual advisory side and increasingly on the embedded 401(k) B2B2C side.
- Personal Capital (Empower): Personal Capital (now part of Empower) combines digital wealth management with live human advisor access for mass-affluent clients. Comparable to Nest Egg on hybrid digital-plus-advisor model and curated portfolio construction.
- Wealthfront: Wealthfront is a leading automated investment advisory firm with low-minimum accounts and curated fund portfolios. Comparable to Nest Egg on the digital RIA front, with similar low-threshold accessibility and goal-based portfolios.
- Orion Advisor Solutions: Orion Advisor Solutions provides technology, investment, and practice-management tools to financial advisors and institutions. Comparable to Nest Egg on the B2B platform-for-advisors axis and curated fund lineup offering.
- Stash: Stash is a direct-to-consumer investing and banking platform with low minimums, guided portfolios, and an emerging advisory offering. Comparable to Nest Egg on the mass-affluent digital advisory customer base and accessible product design.
Broad incumbents
- Envestnet: Envestnet provides a broad financial wellness, data, and investment platform serving institutions, advisors, and asset managers. Comparable to Nest Egg as an embedded B2B investment infrastructure layer for financial institutions.
- LPL Financial: LPL Financial is a large, publicly traded broker-dealer and RIA custodian supporting thousands of independent advisors and institutions. Comparable to Nest Egg as a B2B2C wealth infrastructure platform, though at much larger scale.
- Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and practice-management tools to independent RIAs and institutions. Comparable to Nest Egg as a large incumbent offering embedded investment infrastructure to partner institutions and advisors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks1 record
Key highlights6 records
Customer concentration
Nest Egg compliance and trust
Trust signalCompliance1 record
Nest Egg financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nest Egg leadership team
Management profileNumber of profiles
Nest Egg subsidiaries and ownership
Company hierarchySubsidiaries1 record
Nest Egg funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nest Egg M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nest Egg
What does Nest Egg do?
Nest Egg is a Registered Investment Advisor that delivers on-demand financial advisory services through a fintech platform featuring live video and chat advisors, screen-share onboarding, and personalized portfolio management. The company partners with banks and credit unions under a B2B2C model to embed white-label investment advisory within those institutions, and additionally offers 401(k) administration services for employers and participant access for employees. Investment Advisory Services are delivered through Nest Investments LLC, with broker-dealer activity handled by the wholly-owned subsidiary Nest Investments BD LLC.
Is Nest Egg a public or private company?
Nest Egg is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Nest Egg founded?
Nest Egg was founded in 2017. It employs 11 to 50 people.
Where is Nest Egg based?
Nest Egg is headquartered in Conshohocken, United States, in the North America region.
How does Nest Egg make money?
One revenue line is on record: investment Advisory Services.
Who are Nest Egg's main competitors?
Direct peers on record are Vestwell, Guideline, Betterment, Personal Capital (Empower), Wealthfront, Orion Advisor Solutions and Stash. Broad incumbents are Envestnet, LPL Financial and Schwab Advisor Services.
Does Nest Egg have an API?
No public API is recorded for Nest Egg.
What industry is Nest Egg in?
Nest Egg's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 52394 and its SIC code is 6282.