Insights

Global User Base PocketSmith's presence in over 190 countries indicates a broad international market, offering sales opportunities across diverse regions with varying financial management needs and regulatory environments.

Forecasting Focus The platform's emphasis on financial projections and goal tracking presents a strong selling point for customers seeking advanced planning tools and could be leveraged to upsell premium forecasting features.

Open Banking Adoption Recent integration of Consumer Data Rights and participation in open banking industry events suggest an openness to expanding API capabilities, creating opportunities to offer enhanced data aggregation and automation solutions.

Niche Market Position With a smaller team and revenue under one million dollars, PocketSmith is positioned as a specialized, innovative provider targeting those seeking sophisticated personal finance tools, opening possibilities for targeted outreach to tech-savvy users.

Industry Engagement Active involvement in industry summits and events signals a reputation-conscious approach, making partnerships or integrations with other fintech leaders a viable strategy for joint growth or product expansion.

PocketSmith Tech Stack

PocketSmith uses 8 technology products and services including Amazon Web Services, CloudCannon, RSS, and more. Explore PocketSmith's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • CloudCannon
    Content Management System
  • RSS
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Twitter Flight
    Javascript Frameworks
  • macOS
    Operating Systems & Computing Languages
  • Google Analytics
    Web Analytics

PocketSmith's Email Address Formats

PocketSmith uses at least 1 format(s):
PocketSmith Email FormatsExamplePercentage
First@pocketsmith.comJohn@pocketsmith.com
42%
First.Last@pocketsmith.comJohn.Doe@pocketsmith.com
13%
FirstLast@pocketsmith.comJohnDoe@pocketsmith.com
3%
First@pocketsmith.comJohn@pocketsmith.com
42%

Frequently Asked Questions

Where is PocketSmith's headquarters located?

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PocketSmith's main headquarters is located at 7 Bond Street, Level 3. The company has employees across 1 continents, including Oceania.

What is PocketSmith's official website and social media links?

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PocketSmith's official website is pocketsmith.com and has social profiles on LinkedIn.

What is PocketSmith's NAICS code?

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PocketSmith's NAICS code is 81 - Other Services (except Public Administration).

How many employees does PocketSmith have currently?

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As of December 2025, PocketSmith has approximately 21 employees across 1 continents, including Oceania. Key team members include Ceo And Co-Founder: J. L.Cto And Co-Founder: J. W.Chief Marketing Officer: D. Y.. Explore PocketSmith's employee directory with LeadIQ.

What industry does PocketSmith belong to?

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PocketSmith operates in the Consumer Services industry.

What technology does PocketSmith use?

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PocketSmith's tech stack includes Amazon Web ServicesCloudCannonRSSGoogle Fonts APIJSON-LDTwitter FlightmacOSGoogle Analytics.

What is PocketSmith's email format?

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PocketSmith's email format typically follows the pattern of First@pocketsmith.com. Find more PocketSmith email formats with LeadIQ.

When was PocketSmith founded?

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PocketSmith was founded in 2008.

PocketSmith

Consumer ServicesOtago, New Zealand11-50 Employees

PocketSmith is online money management software that's used in over 190 countries. We specialize in personal financial forecasting and a visual approach to budgeting, with live bank feeds available for users in the US, UK, EU and Australasia.

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"Whereas Mint is really about looking at your spending habits and figuring out ways to save, PocketSmith is more of a calendar for finances that lets you set financial goals and track your progress over time.

"The site itself is very well done, sporting a polished interface and nifty effects that make otherwise mundane tasks a bit more fun."

★ TechCrunch

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"We've seen plenty of personal finance tools designed to help you track what you're spending, but web site PocketSmith is an impressive new web-based personal finance tool with an emphasis on forecasting your financial future.

"The thing we like most about PocketSmith is its emphasis on projections and forecasts, letting you see what you're aiming for financially."

★ LifeHacker

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Section iconCompany Overview

Headquarters
7 Bond Street, Level 3
NAICS Code
81 - Other Services (except Public Administration)
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $1M

    PocketSmith's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    PocketSmith's revenue is estimated to be in the range of $1M

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