PocketSmith Email Format
Consumer ServicesOtago, New Zealand11-50 Employees
PocketSmith provides online personal finance software with a calendar-like interface designed to forecast financial scenarios and support budgeting. The platform serves users across more than 190 countries and offers live bank feeds for the US, UK, EU and Australasia to keep financial data current. Based in Waverley, Otago, New Zealand, PocketSmith operates with a small-to-mid-sized team. The company sits in the consumer services sector, delivering a digital tool for personal money management. In May 2026, PocketSmith participated in the Fintech Data Horizons Summit in Sydney, illustrating ongoing engagement with industry events.