Company Profile

Nestimate

  • Startup

Lincoln, NE
United States
Nestimate

About

Nestimate is a software analytics platform equipping 401k plans and their advisory firms to adopt retirement income solutions. Their data aggregation and due diligence engine gives plan fiduciaries the confidence to implement these solutions in their plan at scale.

Founders Bio

Kelby Meyers has a decade of experience in financial services with an expertise in insurance and annuity products. He believes that most people do not properly understand or account for longevity and the risks that it creates in retirement. Kelby has made it his life's mission to help hard working Americans retire on time with the peace of mind they deserve.

Materials

Honors and Awards

Origin Story

Nestimate originated as a direct-to-consumer annuity company during wave of robo-advice and DTC insurance. Upon the massive legislative tailwinds of the SECURE Act, the company recognized the need to equip the 401k market with tools and services to implement annuities in defined contribution.