Pocketnest
Fintech
Overview
Pocketnest seeks to make the burden of financial planning a little lighter by providing a comprehensive financial planning resource that has bank-level security without high premiums. The Pocketnest platform allows financial institutions like banks, credit unions and investment advisors a white-labled way to put a comprehensive financial planning tool in the hands of their nextgen, do-it-yourself customers in the institutions' own brand.
Founder(s)
Jessica Willis