We allow Financial Advisors to set up a custom wealth management hub for their clients. We are like Shopify for Financial Advisors.
Nestible is an online platform for Financial Advisors (FAs) to serve their clients fully online. We provide a low-cost alternative to complex financial platforms by focusing on asset class investing, which allows greater scalability and servicing more clients at lower costs, by automating 90% of the investment process. According to Scorpio Partnership there are 50K FAs in the UK, with AUM of £600bn (27% of total assets) and £4.4bn in revenue.