Insights

Global Reach With users in over 190 countries, PocketSmith demonstrates a broad international footprint that offers opportunities to upsell or customize services for different regional markets and banking integrations.

Forecasting Focus The company's emphasis on financial projections and goal tracking presents potential to expand into advanced forecasting tools or personalized financial planning solutions tailored to customer needs.

Open Banking Adoption Recent integration of Consumer Data Right open banking feeds in Australia indicates a capacity to develop or promote secure, data-powered financial management features that appeal to users valuing open banking trends.

Financial Growth Potential Although current revenue is modest, the company’s vertical positioning alongside larger financial tech firms suggests potential for growth through strategic partnerships, feature expansion, or targeted marketing to financial-conscious consumers.

Industry Engagement Active participation in industry summits like FinTech Australia's CDR Summit signals openness to collaboration, offering avenues to identify partnership opportunities, white-label solutions, or joint ventures with fintech leaders.

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?

Minus sign iconPlus sign icon
PocketSmith's main headquarters is located at 7 Bond Street Level 3 Waverley, Otago 9016 New Zealand. The company has employees across 1 continents, including Oceania.

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

Minus sign iconPlus sign icon
PocketSmith's official website is pocketsmith.com and has social profiles on LinkedIn.

What is PocketSmith's NAICS code?

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

How many employees does PocketSmith have currently?

Minus sign iconPlus sign icon
As of February 2026, 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?

Minus sign iconPlus sign icon
PocketSmith operates in the Consumer Services industry.

What technology does PocketSmith use?

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

What is PocketSmith's email format?

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

When was PocketSmith founded?

Minus sign iconPlus sign icon
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.

--

"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

--

"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

--

Section iconCompany Overview

Headquarters
7 Bond Street Level 3 Waverley, Otago 9016 New Zealand
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.