Company Information

Get to know pocketnest

Founded in 2017, Pocketnest, Inc. is a female-founded fintech company with a mission to democratize financial wellness and close the wealth gap. The company provides a business-to-business (B2B) software platform that financial institutions—like banks, credit unions, wealth advisors, and employee wellness programs—license to offer a branded financial planning experience to their clients and employees. The platform guides users through ten themes of financial wellness, helping them build confidence and connect with the institution's financial experts, thereby increasing lead generation and deepening customer relationships for the institution.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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pocketnest

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.