Nestimate
Curated by SignalFinancial planners' solutions simplifying retirement income implementation and management.
Overview
Nestimate is a company that focuses on providing solutions for financial planners and advisors, particularly in the area of retirement income solutions within defined contribution plans. The company offers a software platform designed to facilitate the implementation and monitoring of guaranteed income options, with additional human support to address fiduciary concerns. Nestimate aims to increase access to income for employers, plan sponsors, and insurance carriers, assisting them in managing retirement income strategies. The platform includes features such as predictive analytics, digital dashboards, and secure client portals, which are intended to aid in client management and investment strategy development. Additionally, Nestimate incorporates education and compliance management to help navigate the complexities of retirement planning, thereby supporting stakeholders in making informed decisions.
Key facts
- Founded
- 2022
- Headquarters
- Lincoln, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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- Phone
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