pocketnest
Artificial Intelligence · Personal Finance Apps & Education
$5.2Mtotal raised · 3 rounds on record
$4.6Mlatest round · Venture round · Oct 2022 · 4 yr ago
1backers · Cleo Capital
10+team · employees, estimated range
Overview
We know personal finance like the back of our hands. Learn more about the team behind pocketnest.
Key facts
These are the key facts about pocketnest on Alion as of Nov 13, 2026. pocketnest is headquartered in Ann Arbor, United States. It was founded in 2017. It has raised $5.2M in 3 funding rounds. The latest round is Venture - Series Unknown of $4.6M, announced in 2022.
- Headquarters
- Ann Arbor, United StatesAlion company profile, updated Sep 28, 2026
- Founded
- 2017Alion company profile, updated Sep 28, 2026
- Employees
- 10+Alion company profile, an estimated range
- Total raised
- $5.2MSum of 3 equity rounds Alion knows
- Latest round
- Venture - Series Unknown · $4.6M · Oct 17, 2022SEC Form D filing · sec.gov
Official records
Funding and backers
Total raised
$5.2M
3 rounds on record
Latest round
$4.6M
Venture round · Oct 2022 · 4 yr ago
Team
11-50
employees, estimated range
Backers
1
Cleo Capital
The money's age
Long since its last round
48 months since the last round · not hiring
Momentum
15/100
in the news
Last sign of life
1 mo ago
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 20, 2025
Partnership Pocketnest Integrates with CUAnswers · pocketnest.com
Dec 3, 2024
Partnership Pocketnest Partners with GenWealth to Revolutionize Financial Wellness · YahooFinance
Oct 17, 2022
Raised a round Venture round $4.6M · SEC Form D
Dec 15, 2020
Raised a round Convertible Note $425k · SEC Form D
Aug 19, 2019
Released an app Pocketnest · App Store
Nov 26, 2018
Raised a round Convertible Note $125k · SEC Form D
2017
Founded
Tractionpublic signals, read monthly
App Store
4.8 ★
184 ratings
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Oct 2022 | $4.6M | — | SEC Form D |
| Convertible Note | Dec 2020 | $425k | — | SEC Form D |
| Convertible Note | Nov 2018 | $125k | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | POCKETNEST INC. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Jessica WillisExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
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People
Jessica Willis
Executive Officer, Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Cleo CapitalVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely
Shared investors
News
Award-Winning Partnership for Member Financial Wellness
Pocketnest supports Frankenmuth Credit Union in earning Transformative Member Experience award
Read more
Report
Q2 Product Award Names Pocketnest AI Leader
Pocketnest earns Q2 Product Award from Products That Count for its explosive, patented AI growth, and for solving some of the industry's highest-value problems
Read more
Report
The Pocketnest + CUAnswers Growth Engine
Pocketnest and CUAnswers help credit unions personalize digital banking, engage the nextgen, and turn engagement into growth
Read more
Report
Financial Wellness: More Than Just Numbers
MSU Federal Credit Union podcast, Wallet Watch, hosts Pocketnest CEO Jessica Willis to discuss the true impact of financial wellness
Read more
Report
Scale Your Members, Not Your Staff
CUSO Magazine features Pocketnest, helping credit unions leverage engagement techniques to boost membership and staff productivity
Read more
Report
Put Your Credit Union's Data to Work
Is your credit union data-rich but insight-poor? Pocketnest's latest feature in CUSO Magazine shares more
Read more
Report
Pocketnest Nabs Top Tech Company to Watch in 2026
Purpose Jobs awards Pocketnest as the region's top tech company for the fifth consecutive year
Read more
Report
Reseda Group, Maps Credit Union Acquire Pocketnest
Credit union leaders Reseda Group, Maps Credit Union partner to leverage Pocketnest's behavioral science, generative AI to enhance member experience
Read more
Report
Reseda Group, Maps Credit Union Acquire Pocketnest
Reseda Group, a wholly owned credit union service organization of MSU Federal Credit Union (MSUFCU), today announced its partnership with Maps Credit Union to acquire Pocketnest, a leading AI-powered financial wellness platform.
Read more
Report
Pocketnest Scoops National Product Award
Fintech featured by 2025 Product Awards, presented by Products That Count in partnership with Mighty Capital and Capgemini
Read more
Report
Show more news
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Ann Arbor
United States
HQ
10-50 est. staff
How to cite this page
Alion, "pocketnest: key facts", as of Nov 13, 2026. https://alion.io/company/pocketnest
These figures are published under a free licence. You may reuse them, including commercially, as long as you credit Alion and link back to this page. CC BY-SA 4.0