The AI That Keeps
Families Investing Together
NestiFi Gives Financial Institutions an
AI-Powered Platform for Savings and Intergenerational Investing
One AI Platform.
Unlimited Capabilities
Family Engagement
Institutional Analytics Dashboard
Revenue Intelligence
Built for Enterprise
Designed for Families
White-Label Ready
Deploy under your institution's brand. Families see their institution — not NestiFi. Launch in weeks, not years.
AI-Powered Insights
Seb applies behavioural science and financial models to identify optimal actions for every family member.
Multi-Asset Support
ETFs, index funds, 529 plans, crypto, and stablecoins — all available through a single platform your clients already trust.
Enterprise Compliance
Built-in regulatory framework with custody layer integration. SOC 2 ready. Designed for RIAs, credit unions, and community banks.
Scales With You
From 100 families to 100,000. AI agents handle the engagement your advisors can't — without adding headcount.
Flexible Integration
Overlay on existing vendors (Pershing, Schwab, Fidelity) or use NestiFi's own custody and compliance infrastructure.
Track, Manage, and Grow Family Wealth
Give every advisor a real-time view of family contributions, investment performance, and engagement scores. Our AI surfaces actionable insights — like when a grandparent hasn't contributed in 3 months or when a teenager shows engagement that signals an opportunity for their advisor.
From Birth to Inheritance
A 25-Year Relationship
Our AI 'Seb' grows with every family member.
Ages 0–5: Contribution reminders and family onboarding.
Ages 6–12: Gamified financial education.
Ages 13–17: Advisor-supported introduction to real investment concepts. Ages 18–25: independent accounts — still with your institution.
Take a Quick Tour: See How The Process Works
See how NestiFi's AI agent engages families, surfaces insights for advisors, and drives contributions — all under your institution's brand. Deployed in weeks, not years.
Use Cases That Drive Results
FAQs
Still have questions? See our FAQs below:
NestiFi is an AI-powered platform that financial institutions deploy as a white-label app to engage families across generations — from grandparents to children — and retain clients through the $84 trillion Great Wealth Transfer.
Seb applies behavioural science to surface timely insights for advisors, automate engagement workflows, and trigger educational content — keeping advisors informed and families engaged
NestiFi deploys as a white-label app under your brand in weeks. We offer both an overlay integration with your existing vendors (Pershing, Schwab, Fidelity etc.) and a direct path using NestiFi's own custody and compliance infrastructure.
RIAs, credit unions, community banks, and wealth management firms. Our ideal partners manage family wealth and want to retain the next generation of clients through AI-powered engagement and financial education.
Enterprise pricing available. Contact sales for more
No. Seb is an AI-powered Decision Support Tool designed for professional wealth management firms. NestiFi does not provide investment advice, nor are we a Registered Investment Advisor (RIA). Our technology is built to assist humans in processing data and generating research insights, but all final decisions remain with the human professional.
No. NestiFi is a "human-in-the-loop" platform. Seb generates draft insights, summaries, and data visualizations that are only accessible to the advisor. These outputs are not shared with clients until a qualified human advisor has reviewed, verified, and approved them as part of their own fiduciary duty.
Like all large language models, Seb can experience "hallucinations" or provide information that is outdated or biased. We explicitly state that Seb’s outputs are not guarantees of future performance and should never be used as a substitute for professional human judgment.
The Future of Family Wealth Starts Here
Join the institutions already using AI to retain clients across generations.
