Company

Nest Egg

Financial Services 20 Ash Street 16 employees

Employees: 16
Contacts: 4
Emails: 4
Phones: 3

www.hellonestegg.com LinkedIn Crunchbase

Nest Egg Overview

Headquarters: 20 Ash Street
Website: www.hellonestegg.com
Industry: Financial Services
Employees: 16
Founded: 2016
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

financial services portfolio management investment management investing wealth management wealth advisory advisor investment advisors fintech broker dealer robo

About Nest Egg

Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience. Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser. Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.

Nest Egg Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Nest Egg Org Chart

Sample employees and titles

Name	Title	Location	Contact
Steve Dowden	Chief Distribution Officer at Nest Egg	Fairhope, Alabama, United States	Email Phone
Jason Dorfman	Director of Advisors at Nest Egg	Greater Philadelphia, United States	Email Phone
Charles Scavone	VP of Revenue at Nest Egg	Philadelphia, Pennsylvania, United States	Email Phone
Andrew Trager-Kusman	Chief Strategy Officer at Republic Bank	Louisville Metropolitan Area, United States	Email