Company

Pocketnest

Rocket Ship Rating

Rocket Ship Rating: 84 out of 100

a financial wellness revolution

Wealth & investing
AI native

Status: Operatingas of 2026-09-21
Business model: B2B2C
Customers: financial institutions

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Record updated 28 September 2026

About

Pocketnest redefines how financial institutions connect with Millennials and Gen X-ers. Our white-labeled AI platform delivers personalized financial guidance that engages and resonates with digitally-native communities.

Funding snapshot

Total raised: $5.2MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
Latest round: Round, $4.6M2022-10-17

Funding rounds

Round, 2022: $4.6M2022-10-17, SEC form D sold, 15 investors
Round, 2020: $425K2020-12-15, SEC form D sold, 5 investors
Round, 2018: $125K2018-11-26, SEC form D sold, 3 investors

Products

Android: Pocketnest
Ios: Pocketnest (opens in a new tab)

Relationships

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