Insights

Focus on Forecasting PocketSmith's emphasis on financial projections and forecasting positions it well for targeting customers who seek detailed financial planning tools, including individual users and financial advisors looking for forward-looking analysis capabilities.

Open Banking Expansion With recent integrations of open banking data through the Consumer Data Right (CDR), there is an opportunity to engage financial institutions and fintech firms interested in offering secure, data-driven financial services and integration solutions.

Global Market Reach Operating in over 190 countries presents a significant sales opportunity to partner with localized financial service providers and expand multilingual and multi-currency features for regional markets.

Industry Engagement Active participation in industry events like Intersekt and CDR Summits indicates a commitment to fintech innovation and open banking, creating openings for collaborations with innovative startups and industry leaders.

Niche Personal Finance With a well-designed, visually engaging interface and niche focus on long-term financial goals, PocketSmith can target consumers and small financial firms wanting customized financial planning and forecasting tools tailored to their specific needs.

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 Level 3, Consultancy House, 7 Bond Street Dunedin, Otago 9016, NZ. 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 October 2025, PocketSmith has approximately 21 employees across 1 continents, including Oceania. Key team members include Chief Marketing Officer: D. Y.Head Of Support: A. J.Head Of Growth: O. N.. 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

PocketSmith

Consumer ServicesNew 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
Level 3, Consultancy House, 7 Bond Street Dunedin, Otago 9016, NZ
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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