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PocketSmith logo — Craft your financial success, your way. Money management too...

PocketSmith

Craft your financial success, your way. Money management tools for life's adventures and everything in between.

Founded 2008 New Zealand New Zealand 21 employees Finance, Fintech +1

General Information

Company Name PocketSmith
Founded Year 2008
Location New Zealand New Zealand
Employees 21
Industries Finance, Fintech, Internet
Social

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About PocketSmith

PocketSmith, founded in 2008, is a New Zealand-based startup specializing in online money management. The company's software is a comprehensive tool for personal financial forecasting, catering to users in over 190 countries. Offering live bank feeds in regions such as the US, UK, EU, and Australasia, it differentiates itself from competitors like Mint by focusing on financial goal setting and progress tracking through a calendar-style interface.

PocketSmith’s polished and user-friendly platform has earned recognition from notable tech outlets, such as TechCrunch and LifeHacker, for its emphasis on financial projections and forecasts rather than merely tracking spending. Operating in the Finance, Fintech, and Internet industries, the company is uniquely positioned in the evolving fintech landscape.

Despite its long-standing presence in the market, PocketSmith has yet to disclose any recent investment activity. This could represent an opportunity for new investors seeking to engage with a mature, yet innovative player in the financial management space.

Business keywords: Personal Finance Management, Financial Forecasting, Budgeting Software, Live Bank Feeds, Financial Goal Tracking, Web-based Finance Tools, Expense Tracking, Cash Flow Projections, Multi-Currency Support, Financial Reporting, Two-Factor Authentication, Financial Visualization, Xero Integration, Financial Dashboards

Services & Products

Personal finance management
Budgeting and expense tracking
Financial forecasting and analytics
Account integration and reporting
Custom financial dashboards

Target Customers

Individuals seeking personal finance management Consumers focused on budgeting and saving Users interested in financial forecasting People managing family budgets Tech-savvy individuals interested in money management apps

No funding data available for PocketSmith yet.

PocketSmith Alternatives & Competitors

PocketSmith vs
BudgetBakers
BudgetBakers Czech Republic

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KOHO
KOHO Canada

Giving Canadians the tools and knowledge to make their money grow—and make life better—every single...

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422 employees
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PocketSmith vs
Fintonic
Fintonic Spain

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FAQ About PocketSmith

Craft your financial success, your way. Money management tools for life's adventures and everything in between.
PocketSmith was founded in 2008.
PocketSmith is headquartered in New Zealand.
PocketSmith operates in Finance, Fintech and Internet. Its work centres on Personal Finance Management, Financial Forecasting, Budgeting Software and Live Bank Feeds. Its customers include Individuals seeking personal finance management, Consumers focused on budgeting and saving and Users interested in financial forecasting.
PocketSmith has approximately 21 employees.
PocketSmith offers: Personal finance management, Budgeting and expense tracking, Financial forecasting and analytics, Account integration and reporting, Custom financial dashboards.
Top alternatives and competitors to PocketSmith include BudgetBakers, KOHO, Fintonic, Wallet App, PocketGuard. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
PocketSmith and BudgetBakers 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.

Source: BounceWatch company record for PocketSmith, https://bouncewatch.com/company/pocketsmith, updated 9 September 2025. When citing, please name BounceWatch and link this page.

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