Stronger family relationships. Better financial futures.
NestiFi helps credit unions, community banks and wealth advisers support families across generations. We bring together family financial tools, education, planning and AI in a connected experience, under each institution’s brand.
A family’s financial life spans people, generations and goals. The institutions supporting them need a connected understanding of that whole picture.
A family’s financial life spans people, generations and goals. The institutions supporting them need a connected understanding of that whole picture.
A family’s financial life spans people, generations and goals. The institutions supporting them need a connected understanding of that whole picture.
Our mission
Help financial institutions give families the knowledge, tools and support to build a stronger financial future.
Our vision
A world where financial confidence and opportunity grow across generations.
Our values
Our values
The principles that guide our products, our partnerships and the decisions we make every day.
The principles that guide our products, our partnerships and the decisions we make every day.
Built around the whole family.
Built around the whole family.
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Connect parents, children and wider family contributors around what matters to them.
Connect parents, children and wider family contributors around what matters to them.
Connect parents, children and wider family contributors around what matters to them.
Give your institution a branded digital experience for families and the teams who serve them.
Give your institution a branded digital experience for families and the teams who serve them.
Give your institution a branded digital experience for families and the teams who serve them.
Plan integration around your institution’s infrastructure, providers and priorities.
Plan integration around your institution’s infrastructure, providers and priorities.
Plan integration around your institution’s infrastructure, providers and priorities.
Connect financial education with everyday spending, saving and planning.
Connect financial education with everyday spending, saving and planning.
Connect financial education with everyday spending, saving and planning.
Bring goals, documents and relationship context into a more useful view.
Bring goals, documents and relationship context into a more useful view.
Bring goals, documents and relationship context into a more useful view.
Help teams understand information and prepare work for human review.
Help teams understand information and prepare work for human review.
Help teams understand information and prepare work for human review.
Two offices. One shared purpose.
Based in New York and Dublin, we work with institutions to bring families and their financial futures closer together.
Two offices. One shared purpose.
Based in New York and Dublin, we work with institutions to bring families and their financial futures closer together.
Questions about NestiFi
Questions about NestiFi
What is NestiFi?
NestiFi is a technology provider helping financial institutions serve families through connected digital experiences. Our platform brings together financial education, family tools, planning and AI-assisted work.
Who do we work with?
We work with credit unions, community banks, RIAs and wealth managers, alongside platform and infrastructure partners. The institution’s brand and family relationships are central to the experience.
How does NestiFi work with existing systems?
We plan deployment around each institution’s core systems and service providers. Integration scope, data access and responsibilities are agreed as part of the implementation.
What role does AI play?
Seb helps people explore information, understand family context and prepare work for review. Important decisions remain with people. Our AI Policy & Governance page explains our intended uses, responsibilities and boundaries.
Is NestiFi a bank or investment adviser?
NestiFi is a technology provider, not a bank, broker-dealer or investment adviser. Regulated services are provided by participating institutions and authorised partners.
What is NestiFi?
NestiFi is a technology provider helping financial institutions serve families through connected digital experiences. Our platform brings together financial education, family tools, planning and AI-assisted work.
Who do we work with?
We work with credit unions, community banks, RIAs and wealth managers, alongside platform and infrastructure partners. The institution’s brand and family relationships are central to the experience.
How does NestiFi work with existing systems?
We plan deployment around each institution’s core systems and service providers. Integration scope, data access and responsibilities are agreed as part of the implementation.
What role does AI play?
Seb helps people explore information, understand family context and prepare work for review. Important decisions remain with people. Our AI Policy & Governance page explains our intended uses, responsibilities and boundaries.
Is NestiFi a bank or investment adviser?
NestiFi is a technology provider, not a bank, broker-dealer or investment adviser. Regulated services are provided by participating institutions and authorised partners.
What is NestiFi?
NestiFi is a technology provider helping financial institutions serve families through connected digital experiences. Our platform brings together financial education, family tools, planning and AI-assisted work.
Who do we work with?
We work with credit unions, community banks, RIAs and wealth managers, alongside platform and infrastructure partners. The institution’s brand and family relationships are central to the experience.
How does NestiFi work with existing systems?
We plan deployment around each institution’s core systems and service providers. Integration scope, data access and responsibilities are agreed as part of the implementation.
What role does AI play?
Seb helps people explore information, understand family context and prepare work for review. Important decisions remain with people. Our AI Policy & Governance page explains our intended uses, responsibilities and boundaries.
Is NestiFi a bank or investment adviser?
NestiFi is a technology provider, not a bank, broker-dealer or investment adviser. Regulated services are provided by participating institutions and authorised partners.