A financial-planning-platform startup a day keeps the FOMO away.
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Pocketnest provides compressive financial planning in a digital, methodical format.
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.

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.

📍 Location

Ann Arbor, MI

⚙️ Product Stage

First Full Release

🏭 Industries

FinTech & Security

🤑 Fundraising Status

Active term sheet

💸 Total Funding
To Date


🙌 Executive Demographics


Big Wins

  • Pilot converted to 12 month contract
  • Six institutional contracts
  • Five total enterprise launches

Watch the video

Download the deck

Contact the Founder:

Jessica Willis


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