NestEgg Wealth

We believe that your money should work for you, not against you, and that investing should make life easier, not harder. We believe people should stop losing money in the stock market and instead achieve their financial goals. This is why NestEgg exists. Our vision is of a world where regular people can access the most sophisticated investment tools used by Wall Street for its wealthiest clients. Our product, once built, will help you understand, diversify and safeguard your investments. Wealth management is a service that aligns your assets—savings, real estate, stocks and bonds—with your long-term financial goals using the latest asset allocation strategies. Just like a financial advisor does in person, our Algorithmic Portfolio Guru scans holdings you currently own, asks interesting behavioral questions to understand your investment personality, analyzes your financial goals and income requirements, and generates highly customized, mathematically optimized asset allocations.

所属行业

金融服务

规模

2-10 人

总部

New York，NY

类型

私人持股

创立

2010

领域

online wealth management、online financial planning、investing advice and tools、investment portfolio tracking和investment asset allocation