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.

Founded in

United States