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Nest Egg Logo
Nest Egg Growth Score
56
CB Rank
79390
Heat Score
66
Nest Egg develops a wealth management system designed to support institutions.
Founded
obfuscation
PrivateVenture - Series Unknown Conshohocken, Pennsylvania, United States11-50 fi.hellonestegg.com/
Accounting
CRM
Finance
Financial Services
FinTech
Overview

Nest Egg
Total Funding
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Growth Score
56
Heat Score
66

Total Funding
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Venture - Series Unknown raised
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Growth Score56
-35 pts
in past quarter
Heat Score 66
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Nest Egg

CB Rank
79390
Nest Egg develops a wealth management system designed to support institutions.
Founded
obfuscation
PrivateVenture - Series Unknown Conshohocken, Pennsylvania, United States11-50 fi.hellonestegg.com/
Accounting
CRM
Finance
Financial Services
FinTech

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Legal Name Nest Investments, LLC
Operating Status Active
Company Type For Profit
Founders  Arden D. Miller, Michael Church
About the Company
Nest Egg develops a wealth management system designed to support institutions. The platform utilizes technology, data, and virtual advisers on-demand to deliver a multi-channel solution for clients. It provides real-time customer experience scores and net promoter scores to monitor results.
Phone Number 8552127202
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

On-Demand Financial Advisor Service
Provides live video access to financial advisors for personalized investment advice and planning.
Investment Account Services
Offers various investment accounts including individual, joint, retirement, trust, and education savings accounts.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
obfuscation
OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown

Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
obfuscation
OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown
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Venture Round - Nest Egg Logo
Venture Round - Nest Egg
2
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OceanFirst Bank, Republic BankVenture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 4

Employee Profiles

News
Technology
View Tech Report

Active Website Tech Count

47Nest Egg is actively using 47 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Nest Egg's headquarters? Nest Egg is located in Conshohocken, Pennsylvania, United States.Who invested in Nest Egg? Nest Egg has 2 investors including OceanFirst Bank and  Republic Bank.When was the last funding round for Nest Egg? Nest Egg closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Nest Egg's competitors? Alternatives and possible competitors to Nest Egg may include Nuveen, Morgan Stanley, and  UBS.How much funding has Nest Egg raised to date? Nest Egg has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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