Nest Egg: Funding, Investors & Team (Sep 2026)
Nest Egg combines advanced technology and traditional human elements to provide a ready-to-use investment platform to financial institutions of all sizes. Whether you want to establish a new financial services program or transition an existing one, Nest Egg can offer your customers a top-notch experience. Nest Investments LLC, a registered investment advisor, provides investment advisory services. Nest Investments BD LLC, a broker-dealer registered with the SEC and a member of FINRA/SIPC, offers securities. Insurance is provided by Nest Insurance LLC, also known as Nest Insurance Agency LLC, a fully-owned subsidiary of Nest Egg.
Nest Egg has raised $5.0M across 1 funding round on record, the most recent an undisclosed round of $5.0M announced in Jun 2023.
That round is below the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Nest Egg Company Profile and Key Stats
Latest funding round on record: Jun 2023.
Nest Egg Funding Rounds
Nest Egg Founders and Leadership Team
No contact details are on record for this team yet.
Nest Egg Funding Compared to Other Financial Services Startups
Nest Egg's latest round of $5.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Nest Egg Funding FAQs
What does Nest Egg do?
Nest Egg combines advanced technology and traditional human elements to provide a ready-to-use investment platform to financial institutions of all sizes. Whether you want to establish a new financial services program or transition an existing one, Nest Egg can offer your customers a top-notch experience. Nest Investments LLC, a registered investment advisor, provides investment advisory services. Nest Investments BD LLC, a broker-dealer registered with the SEC and a member of FINRA/SIPC, offers securities. Insurance is provided by Nest Insurance LLC, also known as Nest Insurance Agency LLC, a fully-owned subsidiary of Nest Egg.
How much funding has Nest Egg raised?
Nest Egg has raised $5.0M across 1 round on record. The most recent is an undisclosed round of $5.0M announced in Jun 2023.
When did Nest Egg last raise funding?
Nest Egg's most recent funding round on record is an undisclosed round of $5.0M, announced in Jun 2023.
Who founded Nest Egg?
FundedIQ lists Satya D (Founder) at Nest Egg.
Where is Nest Egg headquartered?
Nest Egg is based in Conshohocken, Pennsylvania, United States.
How many employees does Nest Egg have?
Nest Egg is in the 11-50 employee band.
How does Nest Egg's funding compare to other Financial Services startups?
Nest Egg's latest round of $5.0M is below the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Nest Egg Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Nest Egg is left off this page rather than filled in.
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