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Pocketnest provides financial planning guidance through a B2B2C software platform.
Founded in 2018 and based in Michigan, Pocketnest offers step-by-step financial planning guidance tailored to users' behavior and psychology. Its software integrates with banks, credit unions, investment advisers, and 401k plan sponsors. In January 2022, it raised USD 1.95 million in seed funding co-led by The Impact Seat, Reseda Group, and Invest Detroit Ventures, with Red Cedar Ventures and Blue Leaf Capital participating.
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