Key facts
- Nestimate (Financial Services)’s last known valuation is $2.0M (Aug 2022).
- It has raised $3.7M; the latest was Seed Round ($3.3M) in Sep 2025.
- Notable investors include Right Side Capital Management, gener8tor, InsurTech NY, Invest Nebraska, S3 Ventures — 14 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 14 names
- ·Watchlist + deal alerts for Nestimate (Financial Services)
- ·The full record, as it builds
Funding rounds
No funding rounds for Nestimate (Financial Services) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Nestimate (Financial Services)
Operator of an income analytics platform intended to make it easy to implement retirement income estimates in a defined contribution plan. The company's platform offers consultative fiduciary support, income adoption, and assistance with income needs, and a software analytics platform, enabling users to select and monitor guaranteed income in a retirement plan, and tools for participants to become familiar with and utilize the power of projected income.
- Sector
- Financial Services
- HQ
- Lincoln, NE, United States
- Founded
- 2022
- Employees
- 10
- Website
- mynestimate.com/
- Ownership
- Privately Held (backing)
Nestimate (Financial Services) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Nestimate (Financial Services) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Nestimate (Financial Services) in its N-PORT filings yet. We sweep new filings monthly.