Sheldon Brow
Founder & CEO
Vitali Charapovich
CPO & Co-Founder
Your Day-to-Day Financial Guidance
Finance is easy when using cutting edge technologies
Pocket Finance solves problems for both financial advisors and end-users by helping them reduce time spent in data collection, allowing them more time for lead generation, data analysis and financial planning. They also make it easier for the end-user to navigate through the banking process.
Milestones for Launch:
- Complete Full internal Security Compliance
- Complete third-party security audits
- ISO 270001 + SOC2
- MVP Development Alpha Testing to be completed by late-mid may
- MVP Launched Pilot Testing started June/July this year with founding customers
- Hire local full Time IT/Development Staff
- Hire part-time marketing and customer support staff
- Completed Series A funding
Future plans:
- Development of proprietary Financial IQ and education hub
- Pursue deposit accounts through People’s Trust and soon after that a branded Visa Debit card
- Continue to build out integrations with key eco-system partners such as financial planning software to increase utility
- Roll out premium paid subscription as an upgrade option for freemium consumers
- Complete development of white labelling option for B2B enterprise customers