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Nestimate

Financial Services / Retirement Planning ~10 employees
Founded
--
Employees (Est.)
~10
1 leaders known
Total Funding
$3.0M
Funding Rounds
1
Last Funding
2025-09-15

About Nestimate

Nestimate is a company focused on democratizing access to retirement income solutions. Their mission is to empower retirement income decisions through an intuitive and objective analytics platform, integrating lifetime income selection processes at scale for plan fiduciaries, with over 100 years of combined experience in retirement income, defined contribution, and fiduciary processes.

Products & Services

Innovative Software Platform:An intuitive analytics platform that helps fiduciaries select and monitor guaranteed income in retirement plans, specifically for 401k and defined contribution plans.
Fiduciary Support:Software-led, human-supported assistance to address guaranteed income needs and mitigate fiduciary concerns by managing the selection process.
Guaranteed Income Adoption:Provides education for plan sponsors and participants to adopt protected income solutions in retirement plans.

Specialties

Retirement Income Solutions Defined Contribution Plans Fiduciary Process Guaranteed Income Analytics

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Investment Round
T: -
FT: Investment Round
A: 3000000
MR: -
FA: $3M
FAN: 3000000
D: 2025-09-15
FD: 2025-09-15
4 investors
Investment Round Latest
2025-09-15
$3.0M
4 investors (Pro only)

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

K

Kelby Meyers

Recent News

Nestimate Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

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Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Services / Retirement Planning
Company Size
~10 employees (est.)

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