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Pocket Finance
company
About
A dual interface fintech platform improving engagement & success within advisor-client relationships by exchanging the right information.
- 1 - 10
Details
- Last Funding Type
- Grant
- Last Funding Money Raised
- $40K
- Industries
- Financial Services,FinTech,Mobile Apps
- Founded date
- Jul 20, 2020
- Number Of Employee
- 1 - 10
- Operating Status
- Active
Pocket Finance is a dual-interface FinTech platform targeting financial professionals and consumers. We aim to deepen advisor-client engagement, streamline processes, and allow consumers to access financial advice more easily. Our platform consists of a consumer-facing mobile app and a web portal for financial professionals; this combination empowers consumers to easily engage in financial planning, eases the data collection and pulse check aspects of the advisor-client relationship, and allows consumers to access a market of financial products.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
2
$40K $309.50K
Pocket Finance has raised a total of
$40K $309.50K
in funding over 2 rounds. Their latest funding was raised on
Mar 10, 2022 from a Grant round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Mar 10, 2022 | Grant | $40K | 1 |
Innovacorp
|
— | Detail |
| Nov 25, 2020 | Pre-seed | $309.50K | 1 | — | — | Detail |
Investors
Number of Lead Investors
Number of Investors
1
2
Pocket Finance is funded by 2 investors.
Innovacorp
and Friends & Family
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Innovacorp
|
Yes | Grant |
|
|
— | Pre-seed |
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