Nest Egg fuses cutting-edge technology with traditional human elements to deliver a turn-key investment platform to financial institutions of any size. Whether you’re looking to start a new financial services program or convert an existing one, Nest Egg can provide your customers an industry-leading experience.  Investment Advisory Services are offered through Nest Investments LLC, a Registered Investment Adviser.   Securities are offered through Nest Investments BD LLC, an SEC-registered broker-dealer and member of FINRA/SIPC. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg. 

FinTech

Insurance

Investment Management

nest egg

nest egg's headquarters in Conshohocken, United States

Logan Pichel

Charles Scavone

Steve Dowden

Jennifer Laster

This department provides strategic direction and oversight for the organization, guiding its vision and mission.

Executive Leadership

This department provides financial guidance and support to clients, helping them navigate their financial options and make informed decisions.

nest egg

Org chart

Teams

Executive Leadership

Financial Services

Offices

nest egg

Org chart

Teams

Executive Leadership

Financial Services

Offices

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