What departments does NEST Financial have?

NEST Financial has employees across 2 departments including Operations, Human Resources.

What is the largest department at NEST Financial?

The largest department at NEST Financial is Operations with 1 employees.

Where are NEST Financial employees located globally?

NEST Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has NEST Financial's team size changed over time?

NEST Financial's team has remained stable from approximately 4 to 4 employees based on available data.

Learn more at LeadIQ.com

NEST Financial Employee Directory

Financial ServicesTexas, United States2-10 Employees

NEST Financial operates within the financial services sector, providing strategic planning and ongoing support for both personal finances and business needs. Based in Austin, Texas, the firm develops investment portfolios in-house and monitors them daily, aiming to offer transparent guidance whether clients are new to investing or have more extensive experience. The company emphasizes a focus on clients’ goals beyond a simple dollar amount, delivering tailored retirement planning, wealth management, and portfolio development through collaborative conversations. With a small team, NEST positions itself as a partner for business leaders and individuals seeking structured, long-term financial guidance and execution. The firm’s approach centers on consistent service and back-end support rather than promises of specific returns, reflecting regulatory constraints in the financial services industry.

NEST Financial Global Highlights

North America
5

United States Of America
5

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

NEST Financial's Leadership

K. R.
Operations Manager
Mobile Phone
Email
T. C.
Human Resources Manager
Mobile Phone
Email

NEST Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Program & Project Management

Contact profiles from NEST Financial

Name

Title

Contact Info

Location

Last Update

K. R.
Operations Manager
Mobile Phone
Email
United StatesOregon
Jun 26, 2026
T. C.
Human Resources Manager
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is NEST Financial known for?

NEST Financial was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 5323 Lavender Loop Suite 104 Austin, Texas 78702 United States. Explore NEST Financial's company overview page for more information.

What is NEST Financial's most common email format?

NEST Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NEST Financial email formats with LeadIQ.

How many employees does NEST Financial have currently?

NEST Financial has approximately 5 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are NEST Financial's key employees and leadership?

As of May 2026, NEST Financial's key employees include:

Operations Manager: K. R.
Human Resources Manager: T. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

NEST Financial Employee Directory

Find NEST Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead