Pocketnest
Curated by SignalFinancial wellness platform delivering personalized insights for millennials and Gen Xers.
Overview
Pocketnest is a financial wellness platform aimed at assisting millennials and Gen Xers in managing their personal finances. The platform aggregates financial data and generates customized financial plans based on individual goals, including retirement and wealth accumulation. It targets financial institutions, banks, advisors, and credit unions, offering a white-label solution that allows these entities to brand the platform according to their identity. The platform incorporates behavioral science to engage users and provides personal financial analysis, which is intended to help individuals make informed financial decisions. This approach seeks to address the gap in accessible financial advisory services for younger demographics.
Key facts
- Founded
- 2017
- Headquarters
- Michigan, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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