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Pocketnest

Ann Arbor, US · Founded 2017 · Delaware corporation · 5 known investors

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Pocketnest offers a white-labeled AI platform that financial institutions use to deliver personalized financial guidance and coaching to Millennial and Gen X customers. The product is aimed at banks and enterprise clients seeking to engage younger, digitally-native audiences.

AI & Machine LearningFintechSaaS

Founders & leadership

Pocketnest was founded in 2017 by JESSICA WILLIS.

JWJESSICA WILLIS
JESSICA WILLISFounder & CEOShe holds certifications as a Certified Financial Planner and Certified Private Wealth Advisor, and has patents in AI-powered fintech.

Investors · 5

gener8torlisted by gener8torBeloit

How we know: gener8tor's portfolio page · Not right? Tell us

ID Ventureslisted by ID VenturesDetroit · $50K – $250K
Michigan Riselisted by Michigan RiseEast Lansing · $50K – $150K

How we know: the VCSheet dataset · Not right? Tell us

Also in the syndicate · 1

Reseda Group

Reported raises · per SEC filings

Form D private placements

$5.2M disclosed across 3 of 4 rounds · 2018–2022

▶$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.

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Companies working in the same space as Pocketnest.

In the news

Pocketnest Explodes, Nearly Reaches $5M in Raised Capitalprnewswire.com · Dec 2022Pocketnest Closes $1.2 Million in Total Fundingpocketnest.com · Jan 2021

Frequently asked questions

What does Pocketnest do?
Pocketnest offers a white-labeled AI platform that financial institutions use to deliver personalized financial guidance and coaching to Millennial and Gen X customers. The product is aimed at banks and enterprise clients seeking to engage younger, digitally-native audiences.
Who founded Pocketnest?
Pocketnest was founded by JESSICA WILLIS in 2017.
Who are Pocketnest's investors?
Pocketnest's investors include Cleo Capital, gener8tor, ID Ventures, Michigan Rise.
How much funding has Pocketnest raised?
Pocketnest has disclosed $5.2M raised across 3 of its 4 known rounds.
Where is Pocketnest headquartered?
Pocketnest is headquartered in Ann Arbor, US.