Ashleigh Craven Last Updates
| Startup | Field | Previous Value | New Value | Status |
|---|---|---|---|---|
| Pocketnest | Description | PocketNest provides do-it-yourself personal financial planning in a digital platform to genX and millennials. | Pocketnest coaches millennials and gen-xers through holistic financial wellness using its data-driven approach. The company licenses its software to financial institutions, including banks, credit unions, advisors and benefit providers, helping them to more deeply connect with a younger audience, identify cross-sell opportunities, and serve 16X more people. Built on behavioral science and psychology, Pocketnest helps users set meaningful goals, understand their psychological reasoning behind each goal, and map a pathway to achieve them with soft nudges and personalized motivators. Learn more at www.pocketnest.com. | Approved |
| Pocketnest | Name | PocketNest | Pocketnest | Approved |
| Pocketnest | Legal Name | PocketNest LLC | Pocketnest LLC | Approved |
| Pocketnest | Description | PocketNest provides do-it-yourself personal financial planning in a digital platform to genX and millennials. | Pocketnest is a Michigan-based fintech company built for people who are...people. Pocketnest is the only FREE comprehensive financial planning resource that has bank-level security without high premiums. And, it's built for those of us who aren't finance wizards. The Pocketnest app puts users in the driver seat of their financial planning through a DIY process and step-by-step guidance through all ten themes of financial planning. We get to know users and create recommendations customized to their unique financial situation. | Rejected |
| Pocketnest | AngelList | pocketnest | Approved | |
| Pocketnest | Logo | ![]() |
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Approved |

