POCKETNEST
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.
POCKETNEST
Industry:
B2B Financial Services FinTech
Founded:
2018-08-01
Address:
Detroit, Michigan, United States
Country:
United States
Website Url:
http://www.pocketnest.com
Total Employee:
11+
Status:
Active
Contact:
248-876-3651
Email Addresses:
[email protected]
Total Funding:
4.6 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Euro Apple Mobile Web Clips Icon Content Delivery Network Amazon Mobile Non Scaleable Content IPv6 Apache Amazon Virginia Region
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Current Advisors List
Current Employees Featured
Investors List
Reseda Group
Reseda Group investment in Venture Round - pocketnest
Reseda Group
Reseda Group investment in Seed Round - pocketnest
Cleo Capital
Cleo Capital investment in Seed Round - pocketnest
The Impact Seat
The Impact Seat investment in Seed Round - pocketnest
Reseda Group
Reseda Group investment in Seed Round - pocketnest
Blue Leaf Ventures
Blue Leaf Ventures investment in Seed Round - pocketnest
Invest Detroit Ventures
Invest Detroit Ventures investment in Seed Round - pocketnest
Red Cedar Ventures
Red Cedar Ventures investment in Seed Round - pocketnest
Michigan Rise
Michigan Rise investment in Seed Round - pocketnest
Michigan Rise
Michigan Rise investment in Seed Round - pocketnest
Newest Events participated
Official Site Inspections
http://www.pocketnest.com Semrush global rank: 1.1 M Semrush visits lastest month: 24.94 K
- Host name: unalocated.63.wixsite.com
- IP address: 185.230.63.186
- Location: Ashburn United States
- Latitude: 39.018
- Longitude: -77.539
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20147
More informations about "pocketnest"
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Pocketnest has the ability to plan for all major financial needs and situations, allowing for deep personal financial analysis, without high cost or hard-handed sales tactics. Registered with the NCUA as a Credit Union Service …See details»
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Pocketnest Reaches Nearly $2M in Funding with …
Jan 12, 2022 latest institutional investor, Reseda Group, a wholly-owned Credit Union Service Organization (CUSO) of MSU Federal Credit Union, for its seed round co-led by The Impact Seat and ID Ventures. ... MSUFCU is one of …See details»
Pocketnest Fills a Financial Wellness Gap at Credit Unions
Nov 16, 2022 Once Pocketnest licenses to a financial institution, it rebrands the platform to the organization’s nomenclature. For example, MSU FCU and Service Credit Union both use “Fin …See details»
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Sep 30, 2020 ANN ARBOR, MICH. — Pocketnest, a fintech company providing institutions and their members comprehensive financial planning, today announces its partnership with CU …See details»
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Bring pocketnest's financial wellness platform to your community to help them achieve financial wellness in just 3 minutes a week. Learn more.See details»
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Request a Demo - get.pocketnest.com
We'll bring your community financial wellness, and we'll identify ~$575M in cross-sell opportunities for your institution.All that, and we'll boost employee recruitment, retention and productivity.See details»