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Overview
Pocketnest provides comprehensive financial planning in a tech platform primarily targeting genX and millennials. The company white-labels its software to financial institutions including banks, credit unions, investment advisors, insurance companies, and benefit providers. Based on psychology, behavioral science, and coaching, it helps users through all ten themes of personal finances, resulting in actionable to-do items and recommendations customized for each user.
The value to its financial enterprise-customers includes supplying them with personal, behavioral, and financial data about their consumers allowing them to serve more people, identify cross-sell opportunities, sell their products in its app and, ultimately, be more profitable.
About
Financial Services, FinTech, B2B
2018
11-50
Headquarters locations
Detroit, Michigan, United States, North America
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pocketnest headquartered in United States, North America, operates in the Financial Services, FinTech, B2B sector. The company focuses on Financial Services and has secured $331.2M in funding across 72 round(s). With a team of 11-50 employees, pocketnest is actively contributing to advancements in Financial Services. Their latest funding round, Venture Round - pocketnest, raised $Unknown amount. Discover more about their projects, partnerships, and impact on our platform.
Funding Rounds
6
1
0
$4.6M
Details
5
pocketnest has raised a total of $4.6M in funding over 5 rounds.
Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
---|---|---|---|---|
2018 | Seed | |||
2021 | Seed | |||
2020 | Seed | |||
2022 | Seed | 2.6M |
Investors
pocketnest is funded by 17 investors.
Investor Name | Lead Investor | Funding Round | Partners |
---|---|---|---|
Reseda Group | - | FUNDING ROUND - Reseda Group | 2.6M |
April Clobes | - | FUNDING ROUND - April Clobes | undefined |
pocketnest | - | FUNDING ROUND - pocketnest | undefined |
Reseda Group | - | FUNDING ROUND - Reseda Group | undefined |
Recent Activity
News
Jul 30, 2024
PRNewswire - Pocketnest Introduces AI-Powered Financial Companion
News
Jul 20, 2024
PR Newswire - Pocketnest Shines in Filene Case Study
News
Jul 17, 2024
PRNewswire - Pocketnest Shines in Filene Case Study
Funding Round
Jun 06, 2023
pocketnest raised an undisclosed amount on 2023-06-06 in Venture Round
Funding Round
Dec 14, 2022
pocketnest raised $2600000 on 2022-12-14 in Seed Round
Funding Round
Jan 12, 2022
pocketnest raised $2000000 on 2022-01-12 in Seed Round