NEST Financial
NEST Financial is a boutique Austin-based registered investment adviser providing wealth management, financial planning, and investment advisory services to affluent individuals, entrepreneurs, and business owners in Central Texas.
- Company typePrivate
- Founded2013
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What NEST Financial does
NEST Financial is a privately held registered investment adviser (NEST Financial LLC) headquartered in Austin, Texas, providing wealth management and financial planning services to affluent individuals, entrepreneurs, and business owners. Founded in 2013 by Dan Dillard, the firm operates as a boutique advisory practice with approximately five team members, including two CFP® professionals — Gloria Park (Managing Partner) and Sean McDougle (Chief Investment Officer). Core service lines encompass investment advisory with portfolio management, comprehensive financial planning, retirement planning, estate and legacy planning, tax strategy, risk management, and crypto/alternative asset education, all delivered through personalized engagements targeting HNW and entrepreneur clients primarily in Central Texas.
The firm does not operate proprietary technology; instead, it relies on third-party platforms for service delivery. RightCapital powers the financial planning client portal and YHL Soft supports the investment advisory client portal, providing portfolio management, cash flow planning, and reporting capabilities to clients. NEST supplements these tools with an active content marketing footprint including a blog, the Winner's Circle email newsletter, social media presence (LinkedIn, Facebook, Twitter, Yelp), and Dan Dillard's foundingAUSTIN and founding_media podcast/multimedia brands, which extend the firm's reach within the Austin entrepreneur ecosystem.
NEST generates revenue through recurring advisory fees on assets under management and/or fixed-fee financial planning engagements, billed on an annual basis with no publicly disclosed pricing. The go-to-market motion is advisory-led: prospective clients schedule no-obligation consultations, after which the firm designs bespoke wealth management plans. Customer acquisition is driven primarily by personal referrals, community presence in Austin, and content marketing. The firm serves two primary segments — High Net Worth Individuals/Affluent Investors and Entrepreneurs/Innovators/Business Owners — entirely within the domestic US market, with no current geographic expansion signals beyond the Southwest region and no external institutional investment.
NEST Financial firmographics
Firmographics- Name
- NEST Financial
- Legal name
- NEST Financial LLC
- Website
- https://nestfinancial.net
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- NEST Financial is a boutique Austin-based registered investment adviser providing wealth management, financial planning, and investment advisory services to affluent individuals, entrepreneurs, and business owners in Central Texas.
- Ownership category
- akta.pro rank
NEST Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK)
Keywords
Where NEST Financial is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
NEST Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: NEST Financial LLC is a registered investment adviser offering personalized investment advisory services, portfolio management, and comprehensive financial planning. Revenue is generated through advisory fees, likely billed on a recurring basis aligned with assets under management or a fixed-fee financial planning model. The firm also offers wealth management services encompassing estate planning, tax strategy, retirement planning, risk management, and crypto education.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Bespoke wealth management services — pricing individualized per client engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
NEST Financial product offering
Product offeringCore offering
NEST Financial LLC is a registered investment adviser that provides personalized wealth management, investment advisory, and comprehensive financial planning services to high net worth individuals, innovators, entrepreneurs, and business owners. Core services include portfolio management, financial planning, retirement planning, estate and legacy planning, tax strategy, risk management, business exit and succession planning, and crypto education, delivered through dedicated client portals (RightCapital and YHL Soft).
Product overview
NEST Financial is a wealth management firm offering a comprehensive suite of services for affluent individuals, entrepreneurs, and innovators. The core offerings include financial planning, investment advisory with portfolio management, and specialized advisory services. The company operates through a client portal integrated with RightCapital and YHL Soft platforms. Specialized services span market volatility risk management, foreign investment advisory, cryptocurrency investment guidance, business credit building, business ownership transfer planning, and estate/legacy planning. The firm serves high net worth individuals with tailored strategies addressing the full spectrum of wealth management needs from growth to preservation and generational transfer.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth management for innovators, entrepreneurs, and affluent individuals, integrating financial planning, investment advisory, portfolio management, risk management, estate planning, and tax optimization strategies tailored to high net worth clients.
- Financial Planning Personalized financial planning services including retirement planning, cash flow management, and goal-based financial strategies for individuals and business owners.
- Investment Advisory Investment advisory services with portfolio management across equities, fixed income, real estate, and alternative investments, with CIO oversight of economic-data-driven investment strategies.
- Estate and Legacy Planning Family wealth succession planning, family governance structures, trust setup, and intergenerational wealth transfer strategies for affluent families and business owners.
Quantifiable outcome
- Long-term client retention demonstrated by client testimonials referencing multi-year relationships
- +1 more outcomes
Companies that use NEST Financial
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
NEST Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
NEST Financial partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- RightCapitalcoreNEST Financial uses RightCapital as its financial planning platform for clients. RightCapital provides comprehensive financial planning tools used by the firm to deliver planning, retirement planning, and tax optimization services to clients.
- YHL SoftcoreNEST Financial uses YHL Soft's web portal for investment advisory clients, providing a platform for portfolio management and client account access.
- foundingAUSTINminorFounder Dan Dillard has created foundingAUSTIN, a platform covering entrepreneurial stories in Austin. This brand extension supports NEST Financial's community presence and marketing reach into the Austin innovator and entrepreneur community.
- founding_mediaminorFounder Dan Dillard's multimedia/podcast brand (founding_media) extends NEST Financial's content marketing reach through podcast and video content featuring entrepreneurial stories in Austin.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
NEST Financial competitors and assessment
Company assessmentDirect peers
- Signature Wealth Management: Mid-sized RIA offering financial planning, investment advisory, and tax services to HNW households. Similar service stack and client segmentation to NEST.
- Caprock Wealth Advisors: Austin, Texas-based boutique RIA serving HNW individuals and families with integrated financial planning, investment management, and tax services. Closest geographic and service-model comparable to NEST.
- True Wealth Design: Boutique RIA providing goal-based financial planning and investment management for professionals and business owners. Comparable in size, advisor-led service model, and entrepreneur-focused clientele.
- Halbert Hargrove Global Advisors: Long-standing boutique wealth management firm serving HNW individuals and families with comprehensive planning and investment services. Comparable in boutique RIA model and client profile.
- Ritholtz Wealth Management: Boutique RIA offering personalized investment management and financial planning with a strong content-marketing and thought-leadership orientation. Comparable in scale, service mix, and content-led GTM.
Broad incumbents
- Mercer Advisors: Large national RIA delivering integrated investment management, financial planning, estate, and tax services to HNW households. Broad incumbent with overlapping service capabilities.
- Mariner Wealth Advisors: National RIA platform providing investment management, financial planning, tax, estate, and retirement services. A scaled incumbent competing in the same HNW advisory market.
- Carson Group: Large RIA and business-coaching platform serving financial advisors and their clients with wealth management, investment, and planning services. Overlaps with NEST's planning-and-investment stack at much larger scale.
- Creative Planning: One of the largest US RIAs offering comprehensive wealth management, tax, estate, and investment services to HNW clients. Operates in the same space at significantly greater scale and geographic reach.
Emerging players
- Facet Wealth: Tech-enabled RIA delivering flat-fee financial planning and investment management to HNW clients via a digital-first model. Comparable client segment with a differentiated delivery approach that competes for the same end-client wallet.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
NEST Financial social profiles
Digital presenceNEST Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
NEST Financial leadership team
Management profileNumber of profiles
Profiles5 records
NEST Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
NEST Financial 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 Financial
What does NEST Financial do?
NEST Financial LLC is a registered investment adviser that provides personalized wealth management, investment advisory, and comprehensive financial planning services to high net worth individuals, innovators, entrepreneurs, and business owners. Core services include portfolio management, financial planning, retirement planning, estate and legacy planning, tax strategy, risk management, business exit and succession planning, and crypto education, delivered through dedicated client portals (RightCapital and YHL Soft).
Is NEST Financial a public or private company?
NEST Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was NEST Financial founded?
NEST Financial was founded in 2013. It employs 1 to 10 people.
Where is NEST Financial based?
NEST Financial is headquartered in Austin, United States, in the North America region.
How does NEST Financial make money?
One revenue line is on record: investment Advisory Services.
Who are NEST Financial's main competitors?
Direct peers on record are Signature Wealth Management, Caprock Wealth Advisors, True Wealth Design, Halbert Hargrove Global Advisors and Ritholtz Wealth Management. Broad incumbents are Mercer Advisors, Mariner Wealth Advisors, Carson Group and Creative Planning. Facet Wealth is listed as an emerging player.
Does NEST Financial have an API?
No public API is recorded for NEST Financial.
What industry is NEST Financial in?
NEST Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 52394 and its SIC code is 6282.