Pocketnest Funding & Investors

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.