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Pocketnest is a Michigan-based fintech company. We license our software to

financial institutions like banks, credit unions, investment advisors,

401k providers, employee wellness platforms and other fintech companies

to deliver a white-labeled comprehensive financial planning tool to your nextgen of consumer, client, member, and community, all in your company brand.

 

With bank-level security, the Pocketnest app puts your users in the driver seat of their own financial planning through a DIY process and step-by-step guidance through all ten themes of financial planning. We get to know your users and create recommendations customized to their unique financial situation. Allowing you, the institution to get to know them quickly and efficiently through technology.

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