NEST Capital

Financial Services • Troy, Ohio, United States • 1-10 Employees

Company overview

Headquarters	51 S Stanfield Rd, Troy, Ohio 45373, US
Website	nestcapital.com
NAICS	52
Employees	1-10

Key Contact at NEST Capital

Trish Suchland

Director Of Affiliate Solutions & Strategy

NEST Capital Email Formats

NEST Capital uses 1 email format. The most common is {first name} (e.g., john@nestcapital.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@nestcapital.com	100%

About NEST Capital

Nest Capital was founded with a focused mission: To help financial advisors find a better path to independence. To take back control of the client experience and to provide more optionality to their own business, continuity, or succession plans. All to help you provide even better advice through a holistic and unbiased approach. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, FA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, OH, OR, SC, SD, TN, TX, UT). CA Insurance Producer License Numbers: 0D68746 (Eric J. Haubert), 0D65744 (Lisa Katterhenry Howe)

NEST Capital revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding