Best-in-class technology for automating financial advice.
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Financial Literacy
Educate clients with the Fedwise Answer Engine based on Treasury and Federal Reserve sources, increasing marketing return on investment.
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Lead Generation
Empower users to build dynamic, beautifully designed portfolios based on you investment philosophy, and connect to your financial advisors.
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Wealth Management
Serve clients of any size with a full-featured online investment management platform. Automate advice, account opening, and reporting.
NestEgg is a financial technology firm that helps banks, investment managers and credit unions grow their business and efficiently serve clients through industry leading online solutions.
Your firm is always looking to keep clients engaged and informed. To develop your business, you are searching for an innovative solution to grow assets and increase share-of-wallet. With these goals in mind, NestEgg Wealth provides a revolutionary white-label financial-education and wealth-management platform.
The NestEgg management team has worked at leading banking and wealth-management firms such as Barclays, UBS, Lehman Brothers, and Deutsche Bank. Furthermore, the CEO and CTO have developed a combined 100 web interfaces together, giving them deep insight into designing for the internet consumer. Join over 20 banks, credit unions and financial advisors that use NestEgg today as the key to a new frontier of online financial advice.
