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Pocket Plan Logo
Pocket Plan CB Rank
304862
Heat Score
72
Plan. Connect. Retire. Pocket Plan helps you build a financial plan and share it with professionals.
Founded
obfuscation
Private Columbia, Maryland, United States1-10 www.pocketplan.io
Financial Services
FinTech
Software
Overview

Pocket Plan
Heat Score
72

Growth Score
pts
in past quarter
Heat Score 72
25 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Pocket Plan

CB Rank
304862
Plan. Connect. Retire. Pocket Plan helps you build a financial plan and share it with professionals.
Founded
obfuscation
Private Columbia, Maryland, United States1-10 www.pocketplan.io
Financial Services
FinTech
Software

Details

Legal Name Pocket Planner, Inc.
Also Known As Pocket Plan App
Operating Status Active
Company Type For Profit
Founders  Parth Nandaniya
About the Company
Pocket Plan is a software enabled network that connects individuals with licensed advisors who can help them with investments, taxes, financial planning and legal needs.
Phone Number 888-958-5697
Contact Email patron@pocketplanner.io
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Pocket Plan Platform
A cloud-based platform that helps financial advisors build and share financial plans, manage client relationships, and automate client acquisition.
Board of Advisors Feature
A feature that allows users to connect, collaborate, and share financial scenarios securely with a team of financial professionals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Apr 24, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

2,622
153.33%
 in past month

IT Spend

$271.7KThis year, Pocket Plan is projected to spend $271.7K on IT, according to Aberdeen.

Active Website Tech Count

21Pocket Plan is actively using 21 technologies for its website, according to BuiltWith. These include HSTS, Google Maps, and  jsDelivr.
Sub-Organizations
Frequently Asked Questions

Where is Pocket Plan's headquarters? Pocket Plan is located in Columbia, Maryland, United States.Who are Pocket Plan's competitors? Alternatives and possible competitors to Pocket Plan may include Asset-Map, Monarch Money, and  RightCapital.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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