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National Bank and Nest Wealth Announce Another Minority Investment and the Expansion of their Agreement

CISIONJuly 07, 2020

National Bank and Nest Wealth, a leader in financial investment technology, are proud to announce that they are expanding their partnership. Through its corporate venture capital arm NAventures, National Bank will make an additional strategic minority investment in Nest Wealth. The Bank previously invested in Nest Wealth in 2017.

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Nest Wealth and Hub Financial Inc. Partner to Provide Digital Investment Solutions to over 5,000 Independent Financial Advisors

Business InsiderJanuary 20, 2020

Nest Wealth, Canada’s leading digital wealth management platform is excited to announce a referral agreement with Hub Financial Inc., the top Managing General Agency (MGA) for over 5,000 independent Financial Advisors in Canada.

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Leading robo becomes exclusive platform for 5,000 HUB advisors

Wealth ProfessionalJanuary 20, 2020

Digital wealth management platform Nest Wealth has been named the exclusive digital platform for HUB Financial and the 5,000 independent advisors they manage.

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Hub Financial partners with Nest Wealth to broaden investment portfolio capabilities

The Globe and MailJanuary 20, 2020

Insurance adviser Hub Financial Inc. has partnered with robo-adviser Nest Wealth to broaden its investment portfolio capabilities, including adding access to low-cost exchange traded funds for Hub clients.

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Nest Wealth Review

Best Robo AdvisorsMay 2019

Will Bronstein of Cut Best Robo Advisors explains the multiple benefits of opening an investment account with Nest Wealth, one of the lowest-fee providers in Canada.

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Nest Wealth acquires Razor Logic Systems to bolster services to advisors

BNN BloombergMay 15, 2019

Nest Wealth has acquired privately owned Razor Logic Systems, an Edmonton-area company that provides banks, investment firms and independent advisors with a platform to generate complex financial plans for their clients.

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Nest Wealth acquires Razor Logic Systems to bolster services to advisers

CityNewsMay 15, 2019

Nest Wealth has acquired privately owned Razor Logic Systems, an Edmonton-area company that provides banks, investment firms and independent advisers with a platform to generate complex financial plans for their clients.

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Nest Wealth Acquires Maker of Financial Planning Software

Advisor's EdgeMay 15, 2019

Toronto-based Nest Wealth has acquired software-maker Razor Logic Systems, an Edmonton-area company that provides banks, investment firms and independent advisors with a platform to generate financial plans for clients. The acquisition was announced in a release on Wednesday.

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Nest Wealth Acquires Razor Logic Systems

Canadian Tech NewsMay 15, 2019

Toronto-based Nest Wealth, a digital wealth management platform, has acquired Razor Logic Systems, the creator of RazorPlan, a Canadian financial planning software solution.

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