Pocketnest
Ann Arbor, US · Founded 2017 · Delaware corporation · 5 known investors
Find your way into Pocketnest
232 people in our graph share verified history with the Pocketnest team — schools, employers, funds. One of them is your warm intro.
Zach Poleyunlockedknows JESSICA WILLIS · together at University of Michigan (overlapped)
×9knows the team · via University of Michigan
knows the team · via Universidad de Salamanca
knows the team · via Plante Moran
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 WILLISinFounder & CEOShe holds certifications as a Certified Financial Planner and Certified Private Wealth Advisor, and has patents in AI-powered fintech.
Investors · 5
Cleo CapitalNew York · $100K – $1M
gener8torBeloit
ID VenturesDetroit · $50K – $250K
Michigan RiseEast Lansing · $50K – $150K
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 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 a personal wellness assessment tool that evaluates employee well-being across eight dimensions—physical, emotional, financial, social, intellectual, occupational, environmental, and spiritual. The platform provides personalized recommendations to employees and aggregated insights to employers for designing targeted wellness 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 offers an employee experience platform covering wellbeing and Employee Assistance Programs, salary sacrifice benefits schemes, everyday discounts, and reward and recognition tools. It is aimed at businesses and their team leads and managers to support staff wellbeing and engagement.
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 of its 4 known rounds.
- Where is Pocketnest headquartered?
- Pocketnest is headquartered in Ann Arbor, US.