Pocket Finance

Pocket Finance

Pocket Finance for Consumers | Put More in Your Pocket. Learn more
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DateInvestorsAmountRound

CAD100k

Seed
*

$40.0k

Grant

$250k

Seed
Total FundingCAD495k

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PocketFinance.com is a dynamic startup that aims to revolutionize the way financial advisors and their clients interact. The company operates in the financial technology (fintech) market, providing a comprehensive platform designed to enhance client-advisor relationships through continuous and meaningful engagement.

PocketFinance serves financial advisors and their clients, offering tools that simplify financial management and communication. The platform is user-friendly and low maintenance, making it accessible for professionals who may not be tech-savvy. Advisors can use PocketFinance to stay connected with their clients, providing real-time insights and actionable advice without the confusing banking jargon.

The business model of PocketFinance is subscription-based. They offer a "Starter Plan" which is free and includes full functionality for the first 5 clients and 50 prospects. For those needing more extensive access, the "Unlimited Access Plan" is available for $10.00 per month, allowing unlimited clients and prospects. Additionally, advisors have the option to subsidize the cost of advanced mobile app features for their clients at a flat fee of $0.50 per month, enhancing the client experience and driving deeper relationships.

PocketFinance makes money through these subscription fees and the subsidization model, ensuring a steady revenue stream while providing value to both advisors and clients. The platform also includes features like educational video materials, a list of connected professionals, task management, financial stats widgets, and a special layer of protection for financial reports.

In summary, PocketFinance.com is a fintech startup that empowers financial advisors to build stronger client relationships through an intuitive, subscription-based platform that offers real-time insights and simplified financial management.

Keywords: fintech, financial advisors, client engagement, subscription-based, real-time insights, user-friendly, financial management, advisor-client relationships, educational materials, task management.