We're Growing!

Nest Wealth has acquired Razor Logic Systems, the makers of one of Canada’s leading Financial Planning software solutions, RazorPlan.

We’re very excited to join forces and work towards our common vision to give every investor, and the wealth professionals who serve them, access to the best tools and solutions that, ultimately, help them become better off.

“Together, Nest Wealth and RazorPlan are able to offer advisors the first digital wealth platform to combine sophisticated financial planning and professional wealth management. Our aim is to ensure every single investor is confident that their every dollar, from the first one saved to the last one spent, is part of a comprehensive plan that makes sense for their unique goals and personal circumstances.”

Randy Cass,
Founder and CEO, Nest Wealth.

“RazorPlan was designed to provide tools that make complex financial planning easy to accomplish for financial advisors and understandable for their clients. We’re incredibly excited to be joining the Nest Wealth team and look forward to offering our solutions across the Canadian wealth management landscape and enhancing the value we help financial advisors create for their clients.”

Dave Faulkner,
Co-Founder, Razor Logic Systems.