Pocketnest is a fintech company that redefines how financial institutions connect with Millennials and Gen X. Operating in the financial wellness market, Pocketnest offers a white-labeled AI platform that delivers personalized financial guidance. The platform is designed to engage and resonate with digitally native communities, providing mobile-first financial education, advice, and tools. Pocketnest primarily serves banks, credit unions, wealth advisors, and benefit providers, helping them cultivate deeper connections with their clients. The business model revolves around partnerships with financial institutions, which pay for the platform to offer it to their customers. Pocketnest makes money through subscription fees and potentially through additional services or premium features. The company's mission is to foster financial literacy, empowerment, and rich relationships, ultimately reshaping financial futures.

Keywords: fintech, financial wellness, AI-driven, Millennials, Gen X, personalized guidance, financial institutions, mobile-first, financial literacy, partnerships.