CONSHOHOCKEN, Pa. — (BUSINESS WIRE) — Nest Egg today released the next generation of its tech-forward investment platform. By partnering with Apex Clearing, the fintech for fintechs powering innovation and the future of digital wealth management, Nest Egg has leveraged next-gen technology, allowing clients to open accounts and initiate funding in less than 15 minutes.

“This expedited onboarding sequence helps to dramatically enhance digital engagement with our clients to help them fulfill their financial objectives,” said Joseph J. Lebel III, OceanFirst Bank N.A. President and Chief Operating Officer. “By leveraging this new platform, Nest Egg’s on-demand team of video advisors are able to offer our clients a full spectrum of investment services with far more efficiency than with traditional investment services platforms.”

In addition to a streamlined onboarding process, Nest Egg’s new release includes robust client profiling algorithms, facilitating cross-selling opportunities in real-time. Leveraging each clients’ unique investment goals, spending habits and current finances, Nest Egg identifies a suite of potential key revenue streams, tailored to the partnering institution’s core competencies. These client profiles are further used by Nest Egg to generate data-driven marketing automation to increase wallet-share with existing users.

Through the partnership with Apex, Nest Egg also now has access to fractional share trading, allowing for minimum balances as low as $1,000 to be properly diversified. Further, with services such as “invest the change” and “automated excess balance sweep”, Nest Egg is able keep institutions in-step with cutting-edge programming.

“At Nest Egg, we believe that professional asset management should be available to individuals in all phases of their investment journey,” said Michael Church, Nest Egg CEO. “Through this new platform, we are giving community banks and credit unions access to tech-forward tools, previously only available at multinational banking institutions.”

“We’re excited to work with Nest Egg to unlock access to digital account opening and fractional share trading for more banks and credit unions,” said Dustin Kirkland, Apex Clearing Chief Product Officer. “Like Next Egg, we strive to ensure that the investing experience is easy, seamless, and accessible to all, and this partnership brings us one step closer to this shared goal.”

With this platform release comes an intuitive client portal that amplifies existing engagement by offering 24-hour self-service for deposits, withdrawals and portfolio adjustments. The new single sign-on home banking integration reinforces a seamless digital experience between Nest Egg and their partnering institutions.

About Nest Egg:

Nest Egg partners with banks, credit unions, RIAs, broker dealers, and trust departments to provide an industry-leading investment advice platform. By fusing cutting-edge technology with traditional human elements, Nest Egg delivers a turn-key investment platform to institutions of all sizes. Nest Egg’s data-driven marketing automation platform is designed for deep engagement across all client profiles. For more information, visit Nest Egg’s institutional website.

About Apex:

Apex Clearing is the fintech for fintechs powering innovation and the future of digital wealth management. Our proprietary enterprise-grade technology delivers speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new generation of investors. We help our clients provide the seamless digital experiences today’s consumers expect with the throughput and scalability needed by fast-growing, high-volume financial services businesses. Founded in 2012, Apex Clearing is registered with the SEC, a member of FINRA and a participant in SIPC.

For more information, visit the Apex Clearing website, and follow the on InstagramLinkedIn, and Twitter.


Steve Dowden
Chief Distribution Officer
[email protected]