Nest Egg is an industry-leading investment advice platform which services customers via partnerships with banks, credit unions, registered investment advisors, broker dealers, and trust departments across the country. Eliminating the roadblocks which can traditionally stand between aspiring investors, Nest Egg delivers a turn-key investment platform, access to seasoned advisors, and best-in-class technology to accounts of all sizes
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 06/05/23 | undisclosed | Strategic |
OceanFirst Bank Republic Bancorp | undisclosed |
