pocketnest

Detroit, Michigan, USA · ≈11 employees · pocketnest.com

Pocketnest is a Detroit-based fintech company founded in 2017, focused on enhancing financial wellness through its AI-enabled platform. The company offers a white-labeled, mobile-first financial wellness solution designed for financial institutions and employers to engage younger, digitally-native audiences, specifically Millennials and Gen X. Its B2B2C SaaS software allows banks, credit unions, investment advisors, and benefit providers to deliver personalized financial education and tools. The platform covers ten core themes of financial wellness, including budgeting, debt management, estate planning, and investing. It utilizes behavioral science and generative AI to provide users with tailored financial guidance and actionable recommendations. Pocketnest is registered as a Credit Union Service Organization and a Registered Investment Advisor, emphasizing its commitment to fiduciary responsibility. The company aims to make financial well-being accessible to all, fostering financial literacy and empowering users to achieve their financial goals.