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The AI That Keeps Families Investing With You, For Generations
White-label AI platform helping financial institutions retain clients across the Great Wealth Transfer
Invesment App for Families
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NestiFi extends your institution's reach beyond the account holder, into the full family network. Every grandparent, aunt and uncle becomes a potential contributor, and a potential future member
Invite & Invest: Members create a child's account inside your platform and invite their full family.
Group Contributions: Family and friends can chip in with just a tap, making investing as simple as sending a message.
Stay Connected: Contributions flow through the messaging apps families already use (WhatsApp, iMessage, Telegram), removing friction and increasing frequency.
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Seb is the AI agent at the heart of the NestiFi platform, deployed under your brand to serve every household in your book, day and night.
Seb learns each family's goals and tailors guidance, while your advisors focus on high-value moments.
Members get clarity in their own language, no finance jargon, no friction.
The more families engage with Seb, the smarter your institution's understanding of household behaviour becomes.
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Equip your institution with a gamified financial literacy platform, white-labelled under your brand. Children of your members learn saving, investing and compound growth through engaging lessons, like Duolingo for financial literacy. They earn rewards as they level up, and your institution becomes their first trusted financial brand.
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