Pocketnest

Financial Software · Michigan, United States · 11-50 Employees

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Overview

Headquarters

330 E Liberty St # L, Ann Arbor, Michiga...

Phone Number

(248) 202-6201

Revenue

<$5 Million

Industry

Financial Software Software Mobile App Development
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Pocketnest

Founded in 2017, Pocketnest provides comprehensive financial planning to gen X and millennials in a digital, methodical platform. Pocketnest is located in MichiganExplore more
Pocketnest's Social MediaPopular SearchesPocketNest IncPocketNestPocket NestPocketNest isPocketnest PartnersSIC Code 62,628NAICS Code 52,523Show more

Pocketnest Org Chart

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Chief Marketing Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pocketnest

<$5M
11-50
Private
<$5M
2017
AC
Ashleigh CravenChief Marketing Officer
<$5M
1-10
Private
-
2002
KM
Kristine McKinleyCpa, Certified Financial Planner & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
2004
N/A
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
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Company Profile Activity

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Activity Insights

Pocketnest is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Pocketnest is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Pocketnest.

Pocketnest financials insights

Gather financial insights about Pocketnest, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2022

Angel/Seed

$1.9M

Unspecified

$2.6M

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Pocketnest Tech Stack

A closer look at the technologies used by Pocketnest

Most Recent Scoops

Product Launch
Product Management, Financial Systems
Funding
Funding
Funding
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Pocketnest News & Media

  • ELGA Credit Union Partners with Pocketnest

    Credit union delivers members trailblazing financial wellness platform GRAND BLANC, Mich., April 1, 2025 /PRNewswire/ -- ELGA Credit Union, a Michigan-based credit union with $1.6 billion in assets, partners with woman-founded financial wellness platform Pocketnest to deliver...
  • Pocketnest Announces Canadian Market Expansion

    Fintech makes AI-enabled platform available to Canadian financial institutions DETROIT, Dec. 26, 2024 /PRNewswire/ -- Pocketnest, the woman-founded financial wellness platform, announces its plans to enter the Canadian market, aligning with the country's financial wellness initiatives....
  • Pocketnest Shines in Filene Case Study

    Fintech revolutionizes credit union engagement with next-gen members DETROIT, July 17, 2024 /PRNewswire/ -- Pocketnest, the pioneering force in digital innovation for financial services, showcases groundbreaking credit union results from a Filene Research Institute case study. The study,...
  • Fast Company Honors Pocketnest with Top Accolades

    Fintech featured in FastCo's Innovation by Design Award with Capital One and Visa DETROIT, Aug. 30, 2023 /PRNewswire/ -- Pocketnest, the female-founded financial wellness platform, is named an honorable mention in Fast Company's 2023 Innovation by Design Awards. The fintech earns top...
  • Pocketnest Launches Tool for Independent Practices

    Fintech app expands to smaller, independent clients at 42 percent growth rate DETROIT, July 26, 2023 /PRNewswire/ -- Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors,...
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Frequently Asked Questions Regarding Pocketnest

What is Pocketnest's official website?
Pocketnest's official website is www.pocketnest.com
What is Pocketnest's Revenue?
Pocketnest's revenue is <$5 Million
What is Pocketnest's SIC code?
Pocketnest's SIC: 62,628
What is Pocketnest's NAICS code?
Pocketnest's NAICS: 52,523
How many employees does Pocketnest have?
Pocketnest has 11-50 employees
What industry does Pocketnest belong to?
Pocketnest is in the industry of: Financial Software, Software, Mobile App Development
What is Pocketnest competition?
Pocketnest top competitors include: Hargrave Fiduciary Advisors, Lawrence Russell, Keystone Financial Strategies, Equinox Financial Advisors
What technology does Pocketnest use?
Some of the popular technologies that Pocketnest uses are: Sentry, Arbor, HubSpot, F5 BIG-IP Platform
How do I contact Pocketnest?
Pocketnest contact info: Phone number: (248) 202-6201 Website: www.pocketnest.com
What does Pocketnest do?

Founded in 2017, Pocketnest provides comprehensive financial planning to gen X and millennials in a digital, methodical platform. Pocketnest is located in Michigan... Read More

What are Pocketnest social media links?
Pocketnest Linkedin page Pocketnest Twitter page Pocketnest Facebook page
Who invested in Pocketnest?
Pocketnest has 4 investors including The Impact Seat, Invest Detroit Ventures and Reseda Group.
Is Pocketnest a public company?
Pocketnest is private company therefore does not currently have an official ticker symbol
See more information about Pocketnest

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