Fundz

Pocketnest reported raising $4.65 Million in an initial SEC Form D filing, from an offering of $6.02 Million

PRIVATEOct 21, 2022

Amount Raised

$4.65 Million

$4.65 Million sold, per SEC Form D (first sale Oct 17, 2022)

Round Type

Seed

DetroitOtherInformation Technology

Who to call at Pocketnest, and when

A new round usually means Pocketnest is about to hire and buy. The teams that reach out first get the meeting.

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Company Information

Company

Pocketnest

Location

1420 W. WASHINGTON

Detroit, Michigan, United States

About

Pocketnest is the pioneering force driving digital innovation in the financial services industry. The premier white-labeled, AI-enabled platform empowers financial institutions and employers to cultivate deeper connections with digitally native Millennial and Gen X clients through personalized financial education, advice, and tools. By translating each user's unique situation into hyper-personalized digital experiences, Pocketnest helps institutions guide their community toward financial independence, build trust and loyalty, and foster enduring relationships—while identifying millions of dollars in cross-sell revenue opportunities. Launched in 2019, the fintech is Google- and IBM-accelerated and is featured in Fast Company's Innovation by Design Awards.

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Fundz sees it the moment Pocketnest raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsJessica W., Executive Officer, DirectorSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Pocketnest's next move

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Pocketnest raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.