FAMILY INVESTING
Help the whole family build for one child’s future.
NestiFi brings goals, contributors, saving, investing and stock gifting into one institution branded family journey.
Built for credit unions, community banks, RIAs and platforms
FAMILY INVESTING
Help the whole family build for one child’s future.
NestiFi brings goals, contributors, saving, investing and stock gifting into one institution branded family journey.
Built for credit unions, community banks, RIAs and platforms
FAMILY INVESTING
Help the whole family build for one child’s future.
NestiFi brings goals, contributors, saving, investing and stock gifting into one institution branded family journey.
Built for credit unions, community banks, RIAs and platforms
ONE CHILD, MANY CONTRIBUTORS
Make family collaboration visible.
Parents create the Nest. Relatives receive a simple invitation. Everyone can understand the goal and see how support adds up.
ONE CHILD, MANY CONTRIBUTORS
Make family collaboration visible.
Parents create the Nest. Relatives receive a simple invitation. Everyone can understand the goal and see how support adds up.
ONE CHILD, MANY CONTRIBUTORS
Make family collaboration visible.
Parents create the Nest. Relatives receive a simple invitation. Everyone can understand the goal and see how support adds up.
Invest with context
Present eligible stocks and funds around the child’s goal and time horizon.
Invest with context
Present eligible stocks and funds around the child’s goal and time horizon.
Invest with context
Present eligible stocks and funds around the child’s goal and time horizon.
HOW IT WORKS
Simple steps to launch NestiFi inside your institution.
Going live with NestiFi is fast. Most institutions move from contract to launch in weeks, not years.
HOW IT WORKS
Simple steps to launch NestiFi inside your institution.
Going live with NestiFi is fast. Most institutions move from contract to launch in weeks, not years.
HOW IT WORKS
Simple steps to launch NestiFi inside your institution.
Going live with NestiFi is fast. Most institutions move from contract to launch in weeks, not years.
01
01
Scope and configure
Scope and configure
We align on your brand, member journey and integration approach (overlay or native).
02
02
White-label deployment
White-label deployment
Your branded family wealth app and advisor dashboard go live across web and mobile.
03
03
Onboard member families
Onboard member families
Your members create household accounts, invite family and begin contributing.
04
04
Activate AI and education
Activate AI and education
Seb and the literacy platform go live under your brand, engaging every family member.
05
05
Grow and retain across generations
Grow and retain across generations
Watch household AUM compound, advisor capacity expand and heir retention climb.
Make family wealth a shared institution experience.
See Nests, contributions, stock gifting and the role of approved product partners.
Built for credit unions, community banks, RIAs and platforms
Make family wealth a shared institution experience.
See Nests, contributions, stock gifting and the role of approved product partners.
Built for credit unions, community banks, RIAs and platforms
Make family wealth a shared institution experience.
See Nests, contributions, stock gifting and the role of approved product partners.
Built for credit unions, community banks, RIAs and platforms