FundedIQ
Financial Services

pocketnest: Funding, Investors & Team (Sep 2026)

Pocketnest provides comprehensive financial planning to genX and millennials in a digital, methodical platform. The company uses behavioral science and psychology to coach users to achieve financial wellness. Pocketnest Inc. was founded in 2017 by Jessica Willis and is based in Ann Arbor, Michigan, United States.

www.pocketnest.com LinkedIn Ann Arbor, United States 11-50 employees
Financial Services FinTech Wealth Management
Total raised
$4.6M
Rounds
3
Latest
Undisclosed round
Jun 2023

pocketnest has raised $4.6M across 3 funding rounds on record, the most recent an undisclosed round announced in Jun 2023.

pocketnest Company Profile and Key Stats

Total funding raised
$4.6M
across 3 rounds on record
Funding rounds on record
3
1 with no disclosed amount
Latest funding round
Undisclosed round
Jun 2023
Employees
11-50
reported band
Headquarters
Ann Arbor, United States

Latest funding round on record: Jun 2023.

pocketnest Funding Rounds

Date
Round
Amount
Undisclosed round
Undisclosed
Seed
$2.6M
Seed
$2.0M

1 of 3 rounds was announced without a disclosed amount and is excluded from the total.

pocketnest raised $2.0M in a Seed announced in Jan 2022.

11 months later, a Seed of $2.6M was announced in Dec 2022.

6 months later, an undisclosed round was announced in Jun 2023 with no disclosed amount.

pocketnest Founders and Leadership Team

Name
Role
Contact
Chris Wascha
Founder
Locked
Jessica Willis
CEO
Locked

Contact details for the pocketnest team: 2 of 2 have an email address on file.

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pocketnest Funding Compared to Other Financial Services Startups

Segment
Companies
Median round

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pocketnest Funding FAQs

What does pocketnest do?

Pocketnest provides comprehensive financial planning to genX and millennials in a digital, methodical platform. The company uses behavioral science and psychology to coach users to achieve financial wellness. Pocketnest Inc. was founded in 2017 by Jessica Willis and is based in Ann Arbor, Michigan, United States.

How much funding has pocketnest raised?

pocketnest has raised $4.6M across 3 rounds on record.

When did pocketnest last raise funding?

pocketnest's most recent funding round on record was announced in Jun 2023. The amount was not disclosed.

Who founded pocketnest?

FundedIQ lists Chris Wascha (Founder) at pocketnest.

Who is the CEO of pocketnest?

Jessica Willis is listed as CEO at pocketnest.

Where is pocketnest headquartered?

pocketnest is based in Ann Arbor, Michigan, United States.

How many employees does pocketnest have?

pocketnest is in the 11-50 employee band.

About FundedIQ's pocketnest Funding Data

FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.

Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for pocketnest is left off this page rather than filled in.

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