About Us
Providing
Access To A
Better Financial
Future
We believe in the Value of Advice. We work
to make sure that the best version of
advice is provided to the most people.
Founded in 2014 and part of Objectway Group from January 2024, Nest Wealth began by creating Canada’s first Software as a Service (SaaS) digital wealth management platform, with the goal of increasing investor access to sophisticated wealth management advice.
Founded in 2014, Nest Wealth began by creating Canada’s first Software as a Service (SaaS) digital wealth management platform, with the goal of increasing investor access to sophisticated wealth management advice.
Over time, Nest Wealth’s digital wealth solutions also empower wealth management firms and individual advisors to provide and manage virtually any investment for any investor through any distribution channel.
Today, Nest Wealth’s digital solutions are used by well-established financial institutions across North America, including the National Bank of Canada, to deliver superior investment experiences to clients. Nest Wealth also offers an automated, low-fee and transparent direct-to-investor wealth management solution that makes it easier for thousands of Canadians to reach their financial goals.
Enterprise Solutions
Nest Wealth Pro is an enterprise white-label solution featuring digital onboarding, reporting, and integrated back office and compliance functionality tailored to enterprises’ unique operational requirements.
Financial Advisor Solutions
Nest Wealth Plus is a digital wealth solution that provides your clients access to low-cost customized ETF portfolios with a paperless digital onboarding process.
Individual Investor Solutions
With the lowest portfolio management fees in Canada, Nest Wealth’s direct-to-investor solution lets Canadians retire richer by saving on fees and keeping more of their money.
Objectway is a Top 100 global FinTech provider in the Wealth and Investment Management Software Industry
Driven by innovation, tech-forward leadership and business expertise, Objectway is committed to driving innovation through its cutting-edge software and services, enabling banks, wealth and asset managers of all sizes and geographies to seamlessly embark on their digital transformation journey whilst providing great performance today. The Group has a global organisation operating from Italy, the UK, Belgium, Germany, Switzerland, UAE, Ireland and Canada.
Clients in +16 countries
Asset Under
Management
Employees representing
30 nationalities
Years of Business
Experience
Nest Wealth
Leadership
Much of the strength of Nest Wealth starts with our leadership team. This group of seasoned professionals works to raise the bar for both our clients and the entire Nest Wealth team.
The diverse range of skills, experience and vision of our Senior Leadership Team is what powers the tight-knit culture at Nest Wealth and challenges all parts of the business to continually strive to enhance the value we bring to our customers.
Randy Cass
CEO & Founder
Mario Britz
Chief Technology Officer
Denise Willett
Chief Revenue Officer
Samiksha Khanna
Chief Operating Officer
Alejandro Cuartas
Chief Compliance Officer
Amanda Small
VP, People & Culture
Tom Lamphier
VP, Engineering
Andrei Papaz
VP, Architecture