NestEgg

We believe that money should work for you, not against you. NestEgg is an online advisor democratizing Wall Street's investment tools.

  • Stage Prototype Ready
  • Industry Financial Services
  • Location New York City, NY, USA
  • Currency USD
  • Employees 6
  • Website nesteggwealth.com

Company Summary

Our vision is a world where regular people can access the most sophisticated investment tools used by Wall Street for its wealthiest clients. We help investors understand their money across accounts, create and monitor diversified portfolios, build personalized financial plans, and connect them with financial institutions to implement our recommendations. Our algorithmic investment guru takes the emotion out of investing and protects your wealth.

Team

  • Alexey Sokolin
    CEO and Founder

    Alexey is a founder and CEO of NestEgg. While pursuing a J.D./MBA at Columbia University, Alexey worked in investment banking at Deutsche Bank. Previously, he was an assistant vice president at Barclays Wealth where he focused on the economics of new ventures. Prior to Barclays, Alexey was at Lehman Brothers in the investment management division. He received his B.A. cum laude from Amherst College, where he studied economics, law, and rowed crew.

  • Timothy Brooks Paige
    CTO and Founder

    Brooks is a founder and CTO of NestEgg. He is developing NestEgg’s proprietary asset allocation software as well as our customer-facing Web experience. Previously, he was a lead developer at Algorithmic Trading Management where he created software packages and applications that enable proprietary trading strategies. Brooks also worked at Hudson Union, a web design and development agency. He received his B.A. in mathematics from Amherst College.

  • Reinhold Gebert
    Chairman of the Board

    Dr. Gebert is the Chairman of NestEgg Wealth. He is the Executive Vice President and CAO of ContourGlobal, a Reservoir Capital business. Previously, Dr. Gebert was the CAO at Barclays Wealth Americas and the Head of Strategy and Business Development for Private Investment Management within Lehman Brothers. Dr. Gebert joined Lehman Brothers in 2002 from McKinsey & Company. He has a Doctorate in Theoretical Physics from Hamburg University, Germany.

  • Peter Beller
    Marketing and Content

    Peter is driving NestEgg's marketing and content creation plans. Previously a financial writer at Forbes magazine and MarketWatch.com, he recently completed a business journalism fellowship at Columbia University, where he is now working towards his MBA.

Previous Investors

  • Aaron Blackman, private angel investment
    Unconfirmed

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