# NestEgg funding: rounds and investors

> NestEgg has raised $7.3M across 2 rounds since 2019. Investors include Mitsubishi UFJ Capital, SMBC Venture Capital and SBI Investment.

Source: https://millionrounds.com/company/nestegg (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# Who invested in *NestEgg*

2 rounds we have observed, with the 4 investors named in them. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Asset Management Professional Services

Funding summary Updated 26 Oct 2026

**$7.3M** raised across 2 rounds since 2019, from 2 sources

**$2.3M** Seed **$5.0M** Venture

- **Latest round:** Venture, $5.0M Jun 2023
- **Step-up i:** 2.2×
- **Investors:** 4

See who backed them

## The funding story

Each circle is a round, placed by date and sized by amount. The line above is the running total.

2020 2021 2022 2023

**$2.3M** Seed

**$5.0M** Venture

- **First round:** Seed, $2.3M
- **Biggest round:** $5.0M
- **Between rounds:** 3.6 years

## The rounds

- **Jun 2023** Venture **$5.0M** *1 new* [Republic](https://millionrounds.com/fund/republic-2) Source recorded
- **Nov 2019** Seed **$2.3M** *3 new* [Mitsubishi UFJ Capital](https://millionrounds.com/fund/mitsubishi-ufj-capital-co-ltd) [SMBC Venture Capital](https://millionrounds.com/fund/smbc-venture-capital-2) [SBI Investment](https://millionrounds.com/fund/sbi-investment) Source recorded

## Who was in which round

The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.

**Seed** 2019 **Venture** 2023 [Mitsubishi UFJ Capital](https://millionrounds.com/fund/mitsubishi-ufj-capital-co-ltd) [SMBC Venture Capital](https://millionrounds.com/fund/smbc-venture-capital-2) [SBI Investment](https://millionrounds.com/fund/sbi-investment) [Republic](https://millionrounds.com/fund/republic-2)

## Everyone who backed them

[Mitsubishi UFJ Capital](https://millionrounds.com/fund/mitsubishi-ufj-capital-co-ltd) VC firm **1** round

[SMBC Venture Capital](https://millionrounds.com/fund/smbc-venture-capital-2) Investment bank **1** round

[SBI Investment](https://millionrounds.com/fund/sbi-investment) VC firm **1** round

[Republic](https://millionrounds.com/fund/republic-2) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=nestegg).

## Also claim to have backed them

These 2 firms list NestEgg as a portfolio company on their own websites, but no report of a round names them. They are the firms' own claims, kept apart from the rounds above.

[Momentum Media](https://millionrounds.com/fund/momentum-media) Investment firm Per its own site

[Slojo Investments LLC](https://millionrounds.com/fund/slojo-investments-llc) Family office Per its own site

## Quick answers about NestEgg

### Who invested in NestEgg?

NestEgg's investors include Mitsubishi UFJ Capital, SMBC Venture Capital, SBI Investment and Republic.

### How much has NestEgg raised?

NestEgg has raised $7.3M across 2 rounds since 2019.

### When did NestEgg last raise?

NestEgg's most recent round was a Venture of $5.0M in Jun 2023.

### What was NestEgg's biggest round?

Its most recent round, $5.0M in Jun 2023, is also its largest on record.

### Who backed NestEgg first?

NestEgg's first round on record, in Nov 2019, was backed by Mitsubishi UFJ Capital, SMBC Venture Capital and SBI Investment.

### What stage is NestEgg at?

NestEgg's latest named round is a Venture, in Jun 2023.

### Where is NestEgg based?

NestEgg is based in the United States.

## Companies like NestEgg

In the same sector, and raised in the last eighteen months.

[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient)[**Qualitate** $32M · Oct 2026](https://millionrounds.com/company/qualitate)[**Platform Accounting Group** $355M · Oct 2026](https://millionrounds.com/company/platform-accounting-group)[**Remitian** $27M · Oct 2026](https://millionrounds.com/company/remitian)[**Fortastra** $38M · Oct 2026](https://millionrounds.com/company/fortastra)[**MidOcean Energy** $5.4B · Oct 2026](https://millionrounds.com/company/midocean-energy)

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