Build your financial plan in minutes. Connect with professionals to help you reach your goals.
Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform.
Once your accounts are connected you can view custom reports like:
- Net Worth
- Cash Flow
- Investment
- Monte Carlo
- Social Security
- Estate
- Insurance
Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like:
- Financial Advisors
- CPAs
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Company Details
- Employees
- 2
- Founded
- -
- Address
- 5850 Waterloo Rd,
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://www.pocketplan.io
- Keywords
- fintech, wealthtech, investments, financial planning, life insurance, bitcoin, retirement, business planning.
- HQ
- Columbia, Maryland
Pocket Planner Inc Questions
Pocket Planner Inc's website is https://www.pocketplan.io
Pocket Planner Inc's LinkedIn profile is https://www.linkedin.com/company/pocket-plan-app
Pocket Planner Inc has
2 employees.
View email and phone details for 2
employees at Pocket Planner Inc.
Pocket Planner Inc's industry is
Software Development
Pocket Planner Inc's top competitors are
Soshi,
369 Financial, Llc,
Classtracks,
First Round Fast Track,
The Driving Bureau,
Westbourne Investments,
Alphawave,
Arketa,
Eversend,
Zeus Living.
Pocket Planner Inc's categories are Software Development
Pocket Planner Inc's founding year is 2019
