Pocket Planner
Curated by SignalFinancial planning platform offering tools and professional guidance for individuals.
Overview
Pocket Planner is a fintech company that offers financial planning solutions designed for individuals. The platform serves as a digital personal wealth tool that aggregates financial data to provide users with a comprehensive view of their financial health. Users can track their spending, manage budgets, and set financial goals. Additionally, the platform provides access to licensed financial professionals for personalized guidance. Notable features include a scenario calculator for forecasting the impact of financial decisions, a 'Done For You Budget' feature, and real-time updates from financial institutions. Pocket Planner aims to assist individuals in improving their financial security by addressing the challenges associated with limited access to financial advice and budgeting tools.
Key facts
- Founded
- 2020
- Headquarters
- Columbia, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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