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Pocket Planner Inc logo — Build Your Financial Freedom Plan. Connect with Professional...

Pocket Planner Inc

Build Your Financial Freedom Plan. Connect with Professionals.

Founded 2019 United States Columbia, United States 1 employees Financial Services, Fintech

General Information

Company Name Pocket Planner Inc
Founded Year 2019
Location United States Columbia, United States +1
Employees 1
Industries Financial Services, Fintech
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About Pocket Planner Inc

Pocket Planner Inc is a fintech startup dedicated to helping individuals build their financial freedom plan and connect with professionals. The company's slogan, "Build Your Financial Freedom Plan. Connect with Professionals." encapsulates its core mission. Pocket Plan offers a done-for-you financial model that generates a custom financial plan in minutes. Users can obtain their free plan by securely connecting their bank, insurance, and investment accounts on the platform. The product provides custom reports on various aspects such as net worth, cash flow, investments, Monte Carlo simulations, social security, estate, and insurance. This empowers users with greater control over their financial information and access to professional-grade reports that can be shared with professionals including financial advisors, CPAs, estate planning attorneys, mortgage bankers, and life insurance specialists. Founded in 2019, Pocket Planner Inc operates in the financial services and fintech industries. Currently, there is no publicly available information regarding their last investment or investors. As they prepare for the launch, potential users are encouraged to pre-order the app through their website.

Taxonomy: wealthtech, financial planning, investment management, estate planning, tax planning, networking platform, personal finance, digital finance, financial modeling, professional advisory services

No funding data available for Pocket Planner Inc yet.

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Pocket Planner Inc Alternatives & Competitors

Pocket Planner Inc vs
Halff
Halff Belgium

Financial planning made easy

3 employees
Financial Services, Payments
Pocket Planner Inc vs
Usefirst.me
Usefirst.me United Kingdom

Usefirst helps you make your financial dream come true with a free personalized financial plan.

2-10 employees
Finance, Financial Services
Pocket Planner Inc vs
Wise Capital Partners
Wise Capital Partners United States

Healthy, Wealthy & Wise!

4 employees
Financial Services, Insurance

FAQ About Pocket Planner Inc

Build Your Financial Freedom Plan. Connect with Professionals.
Pocket Planner Inc was founded in 2019.
Pocket Planner Inc is headquartered in Columbia, United States.
Pocket Planner Inc operates in the following industries: Financial Services, Fintech.
Pocket Planner Inc has approximately 1 employees.
Top alternatives and competitors to Pocket Planner Inc include Halff, Usefirst.me, Wise Capital Partners, Mueller Financial Services, Inc., Bonsai Smart Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pocket Planner Inc and Halff are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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