pocketnest

Pocketnest is a financial wellness platform founded in 2018 with the goal of bringing financial wellness to the masses. The company provides a white-labeled platform and mobile app that guides millennials and gen-xers through all 10 themes of financial wellness. Pocketnest licenses its software to financial institutions and employers, enabling them to deeply connect with a younger audience and expand their business. The platform is built on behavioral science and psychology, helping users set meaningful goals, understand the psychological reasoning behind each goal, and map a pathway to achieve them while forging deeper connections with their trusted financial institution. In June 2023, Pocketnest secured a Venture Round investment from the Reseda Group, signifying investor confidence in the platform's potential. As a company operating in the B2B, Financial Services, and Fintech industries, Pocketnest's innovative approach to financial wellness has attracted attention and support from prominent investors. Its emphasis on leveraging technology to address the evolving needs of younger demographics positions it as a disruptive force in the financial wellness sector, offering valuable opportunities for growth and market expansion.