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Nest Wealth

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Canada

Founded in

2014 (11 Years)

Founded

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2.67

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know Nest Wealth

    Founded in 2014, Nest Wealth has created Canada’s first SaaS-based digital wealth management platform to ensure all investors have access to sophisticated, personalized and transparent wealth management services. Wealth management firms and individual advisors can provide and manage virtually any investment to any investor through any distribution channel with Nest Wealth’s configurable white label practice management tool. For individual investors, Nest Wealth offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier to reach their financial goals. Nest Wealth has been chosen by some of Canada's largest wealth management firms and financial institutions, including the National Bank of Canada, to modernize their wealth management platforms.

    Industry

    • Financial Other ServicePRIMARY
    • Financial Wealth Management

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