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DIY Comprehensive Financial Planning (Saas + B2B2C Platform)1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
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DIY Comprehensive Financial Planning (Saas + B2B2C Platform)
Pocketnest coaches millennials and gen-xers through holistic financial wellness using its data-driven approach. The company licenses its software to financial institutions, including banks, credit unions, advisors and benefit providers, helping them to more deeply connect with a younger audience, identify cross-sell opportunities, and serve 16X more people. Built on behavioral science and psychology, Pocketnest helps users set meaningful goals, understand their psychological reasoning behind each goal, and map a pathway to achieve them with soft nudges and personalized motivators. Learn more at pocketnest.com.
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Jessica M Willis
Avatar for Jessica M Willis
Founder PocketNest • Worked at @Plante Moran, @Pointe Capital Management MBA Loyola Chicago, University of Michigan, Love of FinTech & WealthTech
Valuation

$0

Funded over

1 round

Latest round

Series Unknown (Dec 2022)

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