Meet Nvest Financial Group, LLC Nvest harnesses YCharts’ deep data sets and Excel Add-in to experience vast time savings and cost efficiency. About the Company The Challenge Nvest is an independent, boutique financial planning firm with a total of approximately $190 million in assets under management. The team is composed of seasoned financial professionals with an array of backgrounds, who work together to deliver small businesses and families an unparalleled client experience and exclusive personal attention. “I would find myself often monitoring various sources to find news to match quote information,” Justin said. “It was a tremendous drain on my time and I felt like we weren’t being efficient in our research process.” Research is an incredibly important element of Nvest’s

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