Now that we're part of the Objectway Group, we're extremely proud to share the success story of the recent partnership with our client, Kinsted Wealth, enhancing growth with Objectway's Integrated Wealth Management Platform. This solution streamlined processes, integrated digital front-end and investment management capabilities, and improved efficiency in managing client portfolios. Objectway's platform enabled centralised operations, automated portfolio management and compliance, and facilitated seamless client interactions via online portals and mobile apps. Read the full success story here: https://lnkd.in/dDM8PyTB #wealthmanagement #digital #frontend #investmentmanagement #clientportfolio #mobileapp
Nest Wealth (Objectway Group)
Financial Services
Toronto, Ontario 6,920 followers
We believe in the Value of Advice. We work to make sure that the best version of advice is provided to the most people.
About us
Nest Wealth is part of Objectway Group and is Canada's largest independent digital wealth management platform, offering a suite of digital solutions to wealth management and financial services firms, individual advisors and investors. Our Nest Wealth Pro product offers wealth management firms a turnkey white label solution. Nest Wealth Pro's digital portfolio management platform provides clients with simple onboarding, transparent reporting, and fully integrated back office and compliance functionality. Learn more at www.nestwealth.com.
- Website
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https://www.nestwealth.com
External link for Nest Wealth (Objectway Group)
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Financial Services, Wealth Management, B2B SaaS, Digital Wealth, and FinTech
Locations
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Primary
210 King Street West
Unit 510
Toronto, Ontario M5V 1L7, CA
Employees at Nest Wealth (Objectway Group)
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Randy Cass
Founder of Nest Wealth and Fintech Innovator
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Andrei Papaz
VP Engineering at Nest Wealth
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Keren Haberman
Operations Director, Customer Success & Products at Nest Wealth (Objectway Group)
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Dave Rino
Crafting innovative web and mobile solutions for startups and enterprises since 2016. 🌟
Updates
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Swipe through to see our latest achievements! We’re proud to share our 2024 Mid-Year Acknowledgments, celebrating our continuous innovation and excellence in digital wealth management. From being named a Strong Performer in The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024 report, to securing our place in the WealthTech100 for the sixth consecutive year, we believe our dedication to shaping the future of wealth management is recognized across the industry. But there’s more, we secured our Sixth Straight “Best Wealth Management System” Title from Goodacre UK and mantained our leading position in the IBS Intelligence Sales League Table. Join us as we highlight these milestones and the impact they have on driving value for our clients and partners. Discover more about Objectway here: https://lnkd.in/dZ_69vJk
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Armed with global distribution and a robust product suite, we are looking to hire a Product Manager to help fuel the next phase of our growth. This Product Manager opportunity will focus on our Financial Planning products. Currently, a leader in the Canadian Financial Planning space, Nest Wealth Objectway Group is looking to expand our capabilities for Financial Advisors and End-Investors. This role will require exceptional empathy for Financial Advisors and End-Investors across the North American and European markets as well as deep knowledge of the financial planning industry. Discover more about the job position and apply now: https://lnkd.in/dFkUTtsK
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On June 10th, the much-anticipated capital gains proposal was presented to Parliament, setting the stage for a pivotal vote that could have far-reaching consequences for entrepreneurs across the country. Discover who stands to gain and who might lose out under this new proposal in the latest article by Dave Faulkner, Product Strategy Advisor. Read the full blog post here: https://lnkd.in/dAybXmSm #CEI #capitalgains #canada #capitalgains
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We're on the lookout for a dynamic Finance & Accounting Manager to power our financial operations as we scale new heights. Are you a hands-on, strategic thinker who loves diving into the details while keeping an eye on the big picture? Reporting directly to our global Finance Department, you’ll be the backbone of our financial processes, working independently with cross-functional teams to keep everything running smoothly and ensuring our financial reports are spot-on and timely. In this role, you'll face exciting accounting challenges and support key business initiatives, all while honing your leadership and management skills. If you're an analytical problem-solver with a strong work ethic and a drive for continuous improvement, we want to hear from you. Discover more about the position here: https://lnkd.in/dk_VbsUq #jobposition #wearehiring #jobopening #hr #finance #accounting #financialservices
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We are extremely proud to announce that Amanda Small, our VP People & Culture, has been recognized as one of the Top Women Leaders of Toronto for 2024 by Women We Admire! Amanda’s dedication to creating meaningful programs and opportunities for cultural and organizational development is unparalleled. She is committed to fostering continuous growth and building a resilient culture that thrives amidst the challenges and excitement of scaling up. Her passion for helping people focus on their strengths and contribute valuable insights is instrumental in our company’s success. Join us in congratulating Amanda on this outstanding achievement! #awards #womeninfinance #financialservices #leadership
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Dylan Young, our Account Executive, recently participated in the 22nd Annual National Conference, the premier financial planning gathering of major Canadian financial services organisations. He tells us more about it in his recent blog post: https://lnkd.in/dh_PSdZn Over two and a half days, Dylan was immersed in a wealth of information through sessions, networking opportunities, and presentations from top-notch speakers on advanced financial topics, sales and practice insights. If you have any questions about his experience or would like to discuss further, don’t hesitate to reach out to him, referring to the information provided here: https://lnkd.in/d2Ymm4mM #financialplanning #canada #financialservices #wealthmanagement #investmentmanagement #financialadvisor
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Join us at the next MIFIT FinTech Speaker Series Event in Toronto, organised by Smith School of Business at Queen's University. Our CEO Canada Randy Cass will participate in the panel discussion “The State of FinTech: Now & Into the Future”, examining the influence of macro-economic forces on investment landscapes and what they spell for the future growth and proliferation of financial technologies. Randy will offer expert analysis and guidance on navigating the challenges and opportunities for sustainable growth and expansion in the FinTech sector. Don't miss out on this valuable discussion! Discover more about the event here: https://lnkd.in/dNPfv3n7 #fintech #canada #toronto #investmentmanagement #financialtechnolofy #sustainablegrowth
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We're thrilled to share the news that our Account Executive, Dylan Young will be personally attending the highly anticipated 22nd Annual National Conference. This premier event brings together top-tier Canadian financial institutions and thought leaders for an unparalleled exchange of insights and ideas. Save the date for April 28th, and don't miss the chance to connect with Dylan! With a lineup of enriching sessions and ample networking opportunities spanning two and a half days, it's an event you won't want to miss. Dylan is eager to engage with you! For his contact details and scheduling meetings, please refer to the information provided here: https://lnkd.in/d2Ymm4mM Discover more about Nest Wealth Objectway Group and how we're shaping the future of financial services by visiting: https://nestwealth.com/ #financialplanning #financialadvisors #fintech
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Discover how Nest Wealth Pro for Salesforce can revolutionize your wealth management processes. Say goodbye to manual form selection, tedious paperwork, and complex custodian integrations. With Nest Wealth Pro for Salesforce, you can accelerate end-investor onboarding, minimize NIGOs, streamline account opening, and enhance compliance effortlessly. Experience faster account funding and improved advisor-client engagement. Ready to see it in action? Schedule a personalized demo with one of our Account Executives today. https://lnkd.in/gJ3EerfR #WealthManagement #Salesforce #nestXperience #Fintech #DigitalOnboarding
Leading Digital Onboarding Solution for Wealth Management Firms
https://nestwealth.com