NestPath Advisor
AI answers from your data
About
Connect your financial accounts to get an AI-powered retirement readiness score and personalized planning insights. Track cash, investments, and net worth with a clear dashboard. Core planning tools are free, with premium features available.
What's New in NestPath Advisor
2
July 7, 2026
Version 2.0 makes NestPath Advisor completely free and adds new planning tools for everyday financial decisions. - Added Your Next Move, an AI guidance card that highlights the most important next step in your plan - Added subscription detection to help spot recurring charges and possible overlap - Added Family Protection to estimate household coverage needs - Added Debt Paydown planning to compare balances, APRs, payments, and payoff paths - Expanded retirement planning and What-If scenarios - Improved onboarding, planning inputs, and connected-account guidance - Refined the app experience around trust, clarity, and practical next steps
MoreSubscription plans
NestPath Premium
Plan updates, sync, Monte Carlo detail
FAQ
How secure is NestPath Advisor?
NestPath Advisor uses Plaid for secure connection to your financial accounts, ensuring your data is handled with industry-standard security protocols. The app provides informational planning tools and AI-generated insights, and is not investment, tax, or legal advice.
What financial institutions does NestPath Advisor support?
NestPath Advisor connects to checking, savings, credit, and investment accounts through Plaid. Specific supported institutions are determined by Plaid's network, which covers a wide range of major financial providers.
Can I track my net worth with NestPath Advisor?
Yes, NestPath Advisor provides a clear dashboard that includes your net worth, consolidating information from your connected cash, investments, and other financial accounts.
What are the subscription options for NestPath Advisor?
NestPath Advisor offers a freemium model. Core planning tools are accessible for free. NestPath Premium unlocks features like on-demand plan updates, portfolio sync, full Monte Carlo detail, and investment performance views for $2.99 per month or $29.99 per year.
Does NestPath Advisor have ads?
No, NestPath Advisor does not contain advertisements. The app is free to use for core features, with optional premium subscriptions for advanced functionalities.
How often is NestPath Advisor updated?
The latest version of NestPath Advisor is 1.1, last updated on April 29, 2026. Updates typically include feature enhancements and bug fixes to improve user experience and data accuracy.
What devices can I use NestPath Advisor on?
NestPath Advisor is available on iPhone and iPad devices. The app is designed to provide a seamless experience across Apple's mobile and tablet platforms.
What is the age rating for NestPath Advisor?
NestPath Advisor has an age rating of 4+. This indicates that the app is suitable for users of all ages, with content generally considered appropriate for children and adults alike.