Your Decision Copilot.
A math-backed, transparent retirement-decision platform. Built for paying consumers who want to verify the math, CPA firms extending tax-prep into retirement planning, and RIA partners who want their clients to trust the numbers.
- Show the math — every number is inspectable
- No commercial conflicts — we don't sell financial products
- Continuous monitoring, not one-time calculation
Who NestPilot is for
One platform, three audiences
Pre-retirees who want to see the math. CPA firms extending tax-prep into retirement planning. RIAs who want their clients to trust the numbers.
For Pre-Retirees
Build a math-backed retirement plan you can verify yourself. Continuous monitoring, transparent assumptions, and no commercial agenda.
See the product
For CPA Firms
Extend your tax-prep practice into retirement planning. CPA Bridge integrates ATX-style workflows with sanitized handoff into the planning workspace.
See CPA Bridge
For RIAs and Advisors
Multiplayer mode lets you and your client see the same math. Co-brand or refer; named-pilot partnerships only.
See the partnership model
Why it's different
Built for clients to verify, not for advisors to control
Most retirement tools are built for the advisor to control the screen and sell products. NestPilot is built for the client to verify the advisor and make informed decisions.
Transparent math
Every projection shows assumptions you can inspect. No black boxes. If a number drives a result, you can see it.
Connected planning
Medicare, Social Security, Roth, taxes, and spending are linked in one model — change one, see the real effect on the others.
Continuous monitoring
Not a calculator you use once. A repeatable second-opinion workspace you revisit as your situation, markets, or tax rules change.
Independent by design
We don't sell financial products. No commissions, no AUM fees, no referral spreads. Our only revenue comes from the software, not from your decisions.
Open the app, or open a conversation.
Try the planning workspace free, see pricing for paid tiers, or talk to us about a CPA Bridge pilot or RIA partnership.