Pocketnest
Ann Arbor, US · Founded 2017 · Delaware corporation · 4 known investors
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.
Founders & leadership
Pocketnest was founded in 2017 by JESSICA WILLIS.
JW
JESSICA WILLISFounder
Investors · 4
Reported raises · per SEC filings
Form D private placements$5.2M disclosed across 3 rounds · 2018–2022
▶$4.6MraisedOct 2022 · 15 investors · Other TechnologyRule 506(b)
▶$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
▶$425KraisedDec 2020 · 5 investors · OtherRule 506(c)
▶$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
▶$125KraisedSep 2019 · 3 investors · OtherRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
by search overlapWellable7 shared keywordsWellable offers an employee wellness platform with modular tools including wellness challenges, holistic health content, on-demand classes, rewards, gift cards, peer recognition, and lifestyle spending accounts. It serves employers looking to power employee engagement and well-being programs.
Your Money Line6 shared keywordsYour Money Line provides financial coaching and advisory services for people building wealth rather than those who already have it. The company focuses on shame-free financial guidance grounded in empathy to help customers achieve behavioral change around money management.
Perkbox6 shared keywordsPerkbox is an employee benefits and engagement platform offering wellbeing and EAP support, salary sacrifice benefits, discounts, and reward and recognition tools. It is aimed at employers looking to support and engage their workforce.
PocketGuard5 shared keywordsPersonal money management app with budgeting tools, fraud detection, and smart spending categorization.
Companies competing with Pocketnest for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
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 rounds.
- Where is Pocketnest headquartered?
- Pocketnest is headquartered in Ann Arbor, US.