nest egg

Nest Egg is a finance, financial services, and fintech startup founded in 2016 and based in the United States. The company's slogan, "The future of investment advice," reflects its core mission. Nest Egg distinguishes itself by blending state-of-the-art technology with traditional human touchpoints to offer a comprehensive investment platform for financial institutions of any size. Whether establishing a new financial services program or transitioning an existing one, Nest Egg sets out to deliver an industry-leading experience to customers. The most recent significant financial development for Nest Egg is a $5.00M Venture Round investment received on 05 June 2023. Notably, the investment was made by Republic Bank - PA, NJ, & NY and OceanFirst Bank. This investment highlights the confidence that reputable financial institutions have in Nest Egg's potential and vision. Nest Egg's services encompass Investment Advisory Services through Nest Investments LLC, a Registered Investment Adviser; Securities through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC; and Insurance through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg. This multi-faceted approach demonstrates its dedication to offering a comprehensive and seamless investment experience for its clients.