Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening

Nest Wealth is a leading independently owned & operated digital wealth solution provider. We are comprised of talented wealth and technology experts who have experience working at Canada's Big 5 Banks, Asset Managers, and leading software companies like Microsoft & IBM. Our digital wealth solutions empower wealth management firms, RIAs, and Broker-Dealers 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 to deliver superior investment experiences to clients. At Nest Wealth, we believe all investors, regardless of location or wealth, should have access to valuable advice in the manner they choose. We are committed to delivering best-in-class investing experiences.