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A financial-planning-platform startup a day keeps the FOMO away.
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Startup of the Year: Daily Dealflow
The Daily Dealflow™ delivers one vetted startup to your inbox every work day.
Startup of the Year™ is a global competition, world-wide community, and resource for founders. We discover and support the most promising and innovative startups from around the world through #DailyDealflow, #SOTYPodcast, events, and more.
We would like your input on how the Daily Dealflow can provide the most value to you. The survey should take less than three minutes to complete. Thank you!
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Pocketnest
Pocketnest provides compressive financial planning in a digital, methodical format.
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A mere 8% of the country’s millennials can demonstrate high financial literacy. Millennials are a generation of which 81% have long-term debt and only one quarter of them can demonstrate basic financial knowledge. Instead, 67% of this do-it-yourself generation is getting the majority of their financial advice from two sources. Meanwhile, the financial industry hasn't adapted to the demands of the next generation who are used to technology-based, and mobile-first service.
Pocketnest provides comprehensive financial planning to GenX and Millennials in a digital platform by licensing their software to financial institutions like banks, credit unions, investment advisors, plan sponsors, and other fintech platforms.
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What's Innovative About Their Solution?
Pocketnest is the only comprehensive financial planning tech tool, certainly the only one licensing to financial institutions and end-user facing. Their provisional patent includes patenting their processes, workflows, algorithms, and calculators.
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⚙️ Product Stage
First Full Release
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🏭 Industries
FinTech & Security
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🤑 Fundraising Status
Active term sheet
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💸 Total Funding
To Date
$500k-$1.5MM
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🙌 Executive Demographics
Female
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Big Wins
- Pilot converted to 12 month contract
- Six institutional contracts
- Five total enterprise launches
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Contact the Founder:
Jessica Willis
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Further Your Passion For Startups
The Startup of the Year Podcast raises the bar for startups around the world by providing further insight on the emerging companies featured in our Daily Dealflow newsletter and by highlighting newsworthy stories and global trends affecting the startup ecosystem. |
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