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DIY Comprehensive Financial Planning

A SaaS + B2B2C Platform

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.

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