Private Beta

Join the exclusive NestWise beta.

We're inviting a small group of households to shape the future of NestWise. Access the full platform in a free beta trial, share feedback with the team, and see what financial clarity feels like.

Apply for free beta access View the main site
  • Limited, curated cohort
  • Free beta trial
  • Direct line to our team
Exclusive access

What you'll experience

  • White-glove onboarding to connect your accounts and tailor your plan.
  • Full access to budgeting, forecasting, and portfolio insights—no cost during beta.
  • VIP feedback channel with the NestWise founders to influence the roadmap.
Why now

Help shape a modern finance platform.

We review every applicant to keep the beta intimate and responsive. If you're eager for sharper visibility into cash flow and investments, we want to hear from you.

Free beta trial Direct founder access Limited seats
Concierge onboarding

We'll set up your NestWise workspace and ensure every connection is secure.

Impactful feedback loop

Share what's working and what's missing so we can refine before general release.

Application

Tell us about you.

We'll review your details within 1–2 business days and confirm if there's room in the current cohort. Seats are limited so we can stay hands-on with every beta member.

  • Free beta trial with full platform access
  • Exclusive onboarding and feedback sessions
  • We reply directly from [email protected]
A brief note helps us understand your goals and prioritize the beta cohort.
We only use this information to evaluate your fit for the beta and will reach out from [email protected] with next steps.