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Pocketnest Closes $1.2 Million in Total Funding

Updated: May 6, 2022

Fintech company welcomes two new investors, secures ninth enterprise customer

Piggy bank with dollars sticking out of it and Pocketnest logo

ANN ARBOR, MICH.—Pocketnest, the fintech platform partnering with financial institutions to bring financial wellness to the masses, announces another round of new capital co-led by institutional investors, Impact Seat and ID Ventures.

Coming into 2021, the fintech platform has experienced tremendous growth:

  • Closed $1.2 million in total capital—and counting

  • Welcomed two new institutional investors to its group of now seven institutional investors, including Cleo Capital, ID Ventures, Blue Leaf Ventures, and Michigan Rise

  • Signed its ninth enterprise customer, at a 21 percent monthly growth rate, joining MSU Federal Credit Union, Wright Patt Credit Union, The Henry Ford, and more

  • Increased users by 428 percent year over year, 19 percent month over month

  • Grew team by 25 percent year over year

“We believe in Pocketnest and its mission, and know that it will continue to make great strides in an industry that’s craving disruption,” said Barbara Clarke, founder and president, The Impact Seat. “Pocketnest will surely change the way our new customer base thinks about finances and financial institutions. We’re honored to be a part of this tectonic shift.”

The technology behind the Pocketnest platform is fueling its sustained growth. The platform recently integrated behavioral science and psychology to coach users through the ten themes of financial wellness, while deepening relationships with financial institutions. Throughout the user experience, Pocketnest mines priceless data for financial institutions, helping them grow qualified leads, increase cross-sell opportunities and boost revenue—all while helping users achieve financial wellness.

“Pocketnest is led by a visionary in the industry,” said Patti Glaza, Managing Director, ID Ventures. “Financial health, which is critical for mental health, goes far beyond balancing a checkbook. Leading financial advisors know they must support their customers throughout their life journeys. Pocketnest solves this challenge by providing a financial roadmap that everyone can benefit from.”

With this latest round of capital, Pocketnest will invest heavily in product development and expand its team. The fintech platform will focus on institutional partner product integrations, more in-depth user flows, partner CRM integrations, and “smarter”AI through push notifications and in-app customer product placement.

“We exist to make financial wellness accessible to everyone, and are grateful to partner with incredible investors who share our core values,” said Jessica Willis, founder and CEO, Pocketnest. “Together, we can profoundly change how people interact with their financial institutions, bringing them more efficiency, deeper connections and overall wellness.”


Pocketnest is a certified women’s business enterprise that coaches millennials and gen-xers through holistic financial wellness. The company licenses its software to financial institutions, 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. Learn more at

Interested in bringing Pocketnest to your community? Request a demo!


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