Make the most of your money by working with real, on-demand advisors chosen by the banks and credit unions you trust.
“Nest Egg at Prevail Bank is an easy-to-use investment and financial planning platform that provides professional wealth management to our customers of all asset levels. An investment advisor is just a few clicks away, giving our customers access to professional wealth management on their terms. Whether looking to plan for retirement, save for a large purchase, or simply build wealth, we provide them the tools necessary to get them on a path to a clearer financial future.”
Nathan Quinnell, President
Prepare now. Thank yourself later.
Our advisors are here to help meet your unique financial needs and deliver confidence today, tomorrow, and beyond.
10 minutes or less.
Sign up with speed.
Get started with as little as $1,000. Screen share with advisors to make sign-up simple. Think about what 10 minutes can mean to your future!
Real advisors on-demand.
No strings attached.
We’re big believers in putting good habits into practice. We’ll provide you with advice even if you choose not to invest with us.
Don’t know where to start?
You’re in the right place.
Strength comes through education. We coach you along the way with personalized planning based on your financial goals.
You work hard, your money should too.
Get access to professionally managed & curated solutions.
Invest in custom selected portfolios and products from some of the
world’s top investment firms. Everything you need is here.
Investing guided by your best interests. Not ours.
Recommended by leading banks—they know we’ll handle your money well. That means our investment advice is transparent and based on your best interests.
Keep your nest egg healthy and growing...
Let’s get started by searching for your bank or credit union.
Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC's website at www.adviserinfo.sec.gov. Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT A BANK DEPOSIT