Pocketnest offers a gamified financial wellness app built on behavioral science and psychology that coaches users through 10 themes of financial wellness. The fintech licenses its platform to financial institutions (banks, credit unions, investment advisors, 401(k) plan sponsors) and to employee wellness programs. Launched in 2019 and led by CEO and founder Jessica Willis, the company aims to help institutions boost cross-sell opportunities while helping employers with recruitment, productivity, and retention. Pocketnest currently serves 35 clients, including MSU Federal Credit Union, Service Credit Union, Community Financial Credit Union, The Accel Group, TDC Investment Advisory, The Henry Ford, Altruist, and Autobooks. The company plans to use the new funding to drive product development, expand sales and marketing, and to support a 24-month runway. The platform’s design focuses on quick weekly engagement—keeping users’ financial plans up to date in a few minutes a week.

Total raised

$3M

Funding rounds

1

Latest round

Equity

Latest activity

Dec 2022