Pocket Finance
Halifax
About Pocket Finance
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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Estimated revenue: Less than $1M
- Total funding: $528.0K
- Funding stage: Seed
- Last round: Pre-Seed (Sep 2022)
- Website: pocketfinance.com
- Phone: 902-440-2663
Industries & Categories
Financial Services, FinTech, Mobile Apps
Social Profiles
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