Fundraising Fox

Pocketnest

Ann Arbor, US · Founded 2017 · Delaware corporation · 3 known investors

pocketnest.com ↗

Pocketnest offers a white-label, mobile-first platform that financial institutions can brand to deliver personalized, AI-enabled financial education, advice, and tools covering areas from budgeting to estate planning. It applies behavioral science to help banks and advisors engage digitally native customers and improve financial wellness.

AI & Machine LearningFintechSaaS@PocketNest

Founders & leadership

JW
JESSICA WILLISExecutive Officer, Director

Investors · 3

Cleo CapitalNew York · $100K – $1M
ID VenturesDetroit · $50K – $250K
Michigan RiseEast Lansing · $50K – $150K

Reported raises · per SEC filings

Form D private placements
▶$4.6MraisedOct 2022 · 15 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • JESSICA WILLISExecutive Officer, Director
Offering amount
$6M
Amount sold
$4.6M
First sale
Oct 2022
Incorporated
Corporation, Delaware, 2018
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$425KraisedDec 2020 · 5 investors · Other
Rule 506(c)
Officers, directors & promoters on the filing
  • JESSICA WILLISExecutive Officer, Director
Offering amount
$1.3M
Amount sold
$425K
Minimum investment
$50K
Proceeds to insiders
$40K
First sale
Dec 2020
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06c
Full filing on SEC EDGAR ↗
▶$125KraisedSep 2019 · 3 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • JESSICA WILLISExecutive Officer, Director
Offering amount
$1M
Amount sold
$125K
First sale
Nov 2018
Incorporated
Corporation, Delaware, 2017
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.