Fundz

Who to call at Pocketnest, and when

Fundz watches for the moments Pocketnest starts buying, and tells you who to reach.

  • An alert the day Pocketnest raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Pocketnest, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Pocketnest. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

LaunchPocketnest launches a new budget tool to empower financial wellness for financial institutions and employee wellness programs.

Mar 24, 2025
DetroitOtherInformation Technology

Product Description

Pocketnest announces the launch of its revolutionary budget tool that helps users create personalized budgets using a unique 'buckets' approach for better financial decision-making.

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.

AI made execution free. Knowing first is the whole game now.

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

Related People

Jessica hidden

hidden
hidden
Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Pocketnest's next move

Learn about Strategic plan

Product Launch Insights

What this usually means
Market expansion signals
New product launches often coincide with market expansion initiatives

Pocketnest shipped something new. Fundz reads product launches, trademark filings and hiring together.

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

5 screens from a live account. No signup.

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.