Pocketnest Overview

  • Year Founded
  • 2017

Year Founded

  • Status
  • Private

  • Employees
  • 17

Employees

  • Latest Deal Type
  • Accelerator/​Inc

  • Investors
  • 13

Pocketnest General Information

Description

Developer of a financial planning platform designed to offer a holistic financial wellness approach. The company's platform offers step-by-step financial planning guidance according to consumer psychology, enabling users to spend finances systematically.

Contact Information

Website
www.pocketnest.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1420 West Washington
  • Detroit, MI 48226
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
SaaS, FinTech
Corporate Office
  • 1420 West Washington
  • Detroit, MI 48226
  • United States

Pocketnest Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Pocketnest Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Accelerator/Incubator Completed Generating Revenue
7. Seed Round 21-Oct-2022 Completed Generating Revenue
6. Accelerator/Incubator 01-May-2022 Completed Generating Revenue
5. Accelerator/Incubator 28-Sep-2021 Completed Generating Revenue
4. Early Stage VC 23-Dec-2020 Completed Generating Revenue
3. Grant 29-Nov-2018 Completed Generating Revenue
2. Accelerator/Incubator 01-Jan-2018 Completed Startup
1. University Spin-Out 01-Jan-2017 Completed Startup
To view Pocketnest’s complete valuation and funding history, request access »

Pocketnest Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed
To view Pocketnest’s complete cap table history, request access »

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Pocketnest Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial planning platform designed to offer a holistic financial wellness approach. The company's platf
Financial Software
Detroit, MI
17 As of 2024

Boston, MA
 

San Francisco, CA
 
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Pocketnest Competitors (26)

One of Pocketnest’s 26 competitors is Origin (Financial Software), a Venture Capital-Backed company based in Boston, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Origin (Financial Software) Venture Capital-Backed Boston, MA
FutureAdvisor Formerly VC-backed San Francisco, CA
Wealthfront Venture Capital-Backed Palo Alto, CA
FinFit (Business/Productivity Software) Private Equity-Backed Virginia Beach, VA
InvestEdge Private Equity-Backed Canonsburg, PA
You’re viewing 5 of 26 competitors. Get the full list »

Pocketnest Patents

  • 2

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • 1

    Pending

  • Expiring in next 12 mo

Pocketnest Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20200349649-A1 Goal and personal planning management application Inactive 02-May-2019
US-20240394798-A1 Goal and personal planning management application Pending 02-May-2019

Pocketnest Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Pocketnest Investors (13)

Investor Name Investor Type Holding Investor Since Participating Rounds
Blue Leaf Ventures Venture Capital Minority
Cleo Capital Venture Capital Minority
iD Ventures America Venture Capital Minority
Invest Detroit Ventures Corporate Venture Capital Minority
Reseda Group Corporation Minority
You’re viewing 5 of 13 investors. Get the full list »

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Pocketnest FAQs

  • When was Pocketnest founded?

    Pocketnest was founded in 2017.

  • Where is Pocketnest headquartered?

    Pocketnest is headquartered in Detroit, MI.

  • What is the size of Pocketnest?

    Pocketnest has 17 total employees.

  • What industry is Pocketnest in?

    Pocketnest’s primary industry is Financial Software.

  • Is Pocketnest a private or public company?

    Pocketnest is a Private company.

  • What is Pocketnest’s current revenue?

    The current revenue for Pocketnest is .

  • How much funding has Pocketnest raised over time?

    Pocketnest has raised $7.15M.

  • Who are Pocketnest’s investors?

    Blue Leaf Ventures, Cleo Capital, iD Ventures America, Invest Detroit Ventures, and Reseda Group are 5 of 13 investors who have invested in Pocketnest.

  • Who are Pocketnest’s competitors?

    Origin (Financial Software), FutureAdvisor, Wealthfront, FinFit (Business/Productivity Software), and InvestEdge are some of the 26 competitors of Pocketnest.

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