Family Wealth Platform for Institutions
Attract and manage the next generation of investors with a collaborative, intelligent dashboard for your advisors and a modern mobile app for your clients.
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Attract and manage the next generation of investors with a collaborative, intelligent dashboard for your advisors and a modern mobile app for your clients.
From managing multi-generational families to tracking contributions and leveraging AI. Simple, powerful, and built for real advisors.
Move beyond individuals. Our platform allows you to create and manage a “Family Circle” for each client, inviting parents, grandparents, and other relatives to collaboratively invest in a child’s future, giving you a holistic view of the entire support network.
Go beyond basic statements. Track every contribution from every family member in one place. Understand trends, identify key contributors, and get a clear picture of a family’s financial velocity.
This is more than a dashboard; it’s an intelligent partner. Our AI agent, Sebastion, works 24/7 to analyze your client data, surfacing proactive opportunities and drafting communications so you can deliver personalized advice at scale.
Give your clients a beautifully simple, co-branded mobile app. Families can easily track goals, invite relatives to contribute with a simple link, and make one-time or recurring deposits from anywhere.
Whether you want a fully branded experience or to integrate features into your existing apps, NestiFi is designed for flexible, secure deployment.
Deploy our turnkey, co-branded platform in weeks — fully tailored to reflect your brand and enhance engagement.
Integrate NestiFi's powerful family investing and AI features directly into your own mobile apps and client portals.
Schedule a live demo to see how the NestiFi platform and our AI co-pilot, Sebastion, can help you scale your practice and win the next generation.
