Aite-Novarica Fintech Report Features Pocketnest

Updated: May 6

Pocketnest featured in research group's Wealth Management Advice Fintech Spotlight: Q4 2021


Pocketnest featured in research group's Wealth Management Advice Fintech Spotlight: Q4 2021



According to the Aite-Novarica Fintech Report, released in Q4 of 2021, "the transition toward financial wellness and democratization of advice continues to accelerate, fueled by fintech digitalization and innovation."


The research group's latest report reviews top fintech that's helping the wealth management industry adapt to the ever-more-digital landscape and deliver more efficient and more comprehensive financial guidance, beyond investment management. The report details how fintech like Pocketnest help wealth managers' community's to address their debt management, healthcare, retirement planning, and more.


See more in the full Aite-Novarica Wealth Management Advice Fintech Spotlight report.


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