Nest Egg
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.
7-day free trial · no credit card
Verified contacts
13
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
154
organic / mo
Sign up free to see all 13 verified contacts at Nest Egg
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CS
Charles Scavone
VP of Revenue · Sales & Business Development
EmailPhone - JT
Jonathan Templin
Financial Services Representative · Customer/Client Service
EmailPhone - AM
Arden M.
Co-founder & President · Other
EmailPhone - SD
Steve Dowden
Chief Distribution Officer · Operations
EmailPhone - MM
Mark Marx
Operations Specialist · Operations
EmailPhone - SH
Samuel Hardy
Financial Advisor · Finance & Accounting
EmailPhone - JL
Jennifer Laster
Director Operations & Accounting · Other
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Nest Egg
9 distinct titles indexed · top 9 shown.
- 1chief distribution officer
- 1co-founder & president
- 1construction project manager
- 1director operations & accounting
- 1financial advisor
- 1financial services representative
- 1homemaker
- 1operations specialist
- 1vp of revenue
Sign up to unlock all 13 contacts at Nest Egg
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Nest Egg
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.