Nestvst
SEC RegisteredPersonalized Investing, Simplified.
About the firm
Wealthdoor provides an API-first wealth management platform offering tools for lead generation, investor onboarding, robo-advisory, portfolio rebalancing, and performance reporting. The platform is designed to help financial institutions and advisors deliver personalized, scalable investment solutions. Its group of companies are SEC and SEBI registered.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth advisory platform (including lead management, investor onboarding, portfolio rebalancing, performance dashboards, and model portfolio development), robo-advisory, goal-based investing, compliance automation, backtesting tools for custom investment strategies, direct broker-dealer execution, and automated rebalancing.
Who they serve
Credit unions, wealth managers, regional banks, private banks, financial advisors, broker dealers, FinTechs, individual advisors, and RIAs looking to deliver personalized, scalable advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $7k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $10,000 | 0.00% |
| $10,000 and above | 1.00% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nestvst has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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