NestiFi is the AI family wealth platform that helps financial institutions retain clients across the great wealth transfer.
NestiFi is an AI-powered family wealth platform sold white-label to financial institutions. We help banks, credit unions, and wealth managers engage families across generations, retaining clients through Ireland's State Investment Account rollout, the EU Savings and Investments Union, and the global wealth transfer. Our AI advisor Seb personalises guidance for parents, grandparents, and children, while institutions deploy under their own brand in weeks, not years. Founded by a repeat fintech founder with two prior exits, NestiFi is Enterprise Ireland HPSU-backed, with pilots underway and a pipeline spanning banks, life and pensions providers, credit unions, and wealth managers.
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