Everything for
their future.
NestEgg is your family's personal wealth platform.
Invest for your kids, grow their gifts, and plan for what's ahead—all in one place.
Join the early-access list. No spam, ever.
One nest for it all.
Most families juggle a brokerage app, an insurance broker, and a lawyer. NestEgg brings the whole plan together — start with investing today and layer on protection as you grow.
Invest
Custodial UGMA investment accounts, expertly managed and built for the long run.
Gift
Invite family and friends to contribute to your child's account with one shareable link.
Insure
Term life insurance in minutes, powered by Ladder — so they're covered no matter what.
Protect
Wills, trusts, and guardianship — put your family's wishes on paper, the easy way.
Invest in your family's future.
Expertly managed, automatically rebalanced portfolios for everyone under your roof — tax-advantaged custodial accounts that grow with your kids, and a personal account for you, all in one place.
Fund their future.
Open a custodial UGMA account in minutes. Your portfolio is fully managed, diversified across ETFs, and automatically rebalanced for long-term performance — no investing experience required.
- Expertly built, automatically rebalanced portfolios
- Diversified ETFs to help lower risk
- Recurring deposits with dollar-cost averaging
- Use funds for college, a home, a business — anything for the child
Together, you grow more.
Share one simple link and let grandparents, aunts, uncles, and friends contribute directly. Families who invite loved ones save up to 3× more than those who go it alone.
- One shareable gift link per child
- Anyone can contribute — no app download required
- Create multiple accounts for every child
- Save precious memories alongside every milestone
Invest for yourself, too.
Building your kids' future works best when your own is on track. Open a personal investment account right alongside theirs — the same expertly managed, automatically rebalanced portfolios, tailored to how you want to invest.
- Your own automated, diversified portfolio
- Pick a strategy — Conservative, Moderate, or Aggressive
- Add funds or withdraw anytime
- Manage your investing and your kids’ side by side
See how small amounts grow.
A little, invested consistently, compounds into something remarkable. Adjust the numbers and watch your child's projected nest egg update in real time.
Start small, save big.
Hypothetical illustration for informational purposes only. Actual results will vary with market performance.
See your whole net worth.
Link the investment accounts you already have — Robinhood, Schwab, Fidelity, Acorns, Wealthfront, and more — and see everything alongside your NestEgg portfolio as one net-worth number, broken down by institution and asset class.
One complete picture.
Your NestEgg-managed accounts and everything held away, together at last. We aggregate your balances into a single view — no spreadsheets, no logging into five apps to add it all up.
- Connect Robinhood, Schwab, Fidelity, Acorns, Wealthfront & more
- Total net worth with a NestEgg vs. held-away split
- Breakdowns by institution and by asset class
- Read-only — we never trade or move money in linked accounts
Coverage in minutes.
Being a parent means being their safety net. Soon you'll be able to apply for term life coverage right inside NestEgg — powered by our planned integration with Ladder. 100% online, instant decisions for many applicants, and coverage that flexes as your family grows.
Legacy, made simple.
Estate planning shouldn't take a lawyer and a month of back-and-forth. Soon you'll be able to create a legally-sound will, set up a trust, and name a guardian for your children — guided step by step, right from NestEgg.
Where we're headed.
We're building the full financial toolkit for parents — one thoughtful layer at a time.
Questions, answered.
NestEgg lets you open a tax-advantaged custodial (UGMA) investment account for your child in minutes. Portfolios are expertly built and automatically managed, and family and friends can chip in with a simple gift link.
Life insurance is our next launch, powered by our planned integration with Ladder. Wills & trusts follow shortly after. Join the early-access list and you'll be the first to get access as each feature goes live.
Through our planned Ladder integration, eligible parents will be able to apply for term life coverage in minutes — fully online, with instant decisions for many applicants and no obligation. You can adjust your coverage up or down as your family grows, and cancel anytime with no fees.
No. NestEgg is a simple $5.99/month or $49.99/year subscription that unlocks everything in the app. Insurance and estate-planning products offered through partners will have their own clearly disclosed pricing.
Your child gains access to their custodial investment account when they turn 18 or 21, depending on your state. At that point it transitions into their own brokerage account so they can keep investing.
Start their nestegg.
Join the families building a brighter future — and be first in line for life insurance and estate planning as they launch.