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Pocketnest Partners with GenWealth: A New Era for Financial Wellness

In a significant move to revolutionize financial wellness, Pocketnest, a platform founded by women to enhance financial independence, has announced a strategic partnership with GenWealth Financial Advisors. This firm, based in Arkansas and Louisiana, specializes in retirement and investment planning. The collaboration aims to empower financial institutions with cutting-edge technology tailored for digitally engaged communities, enhancing their journey toward financial confidence.

John Shrewsbury, co-founder and advisor at GenWealth, expressed the synergy between the two organizations, emphasizing the alignment of Pocketnest's innovative financial wellness approach with GenWealth's mission to support its diverse clientele. He remarked, "As GenWealth strives to meet the needs of everyone working toward financial confidence, Pocketnest is an ideal partner... this partnership will ultimately benefit the individuals working toward a bright financial future."

The decision to choose Pocketnest as a fintech partner stems from its unique platform, designed to simplify financial services making them accessible and engaging for the younger, digital generation. By incorporating Pocketnest into its offerings, GenWealth enriches its portfolio which includes retirement planning, individual money management, and investment guidance.

Jessica Willis, CEO and founder of Pocketnest, highlighted that this collaboration marks a crucial step in the mission to reform the financial services landscape. Willis noted, "Together, we’re making hyper-personalized financial education more accessible and meeting the evolving needs of the next generation."

Powered by behavioral science and generative AI, Pocketnest provides immediate and customized financial guidance by integrating users' financial data and personal preferences, ensuring that each user receives information tailored to their unique circumstances.

For GenWealth, the integration of Pocketnest’s technology brings multiple benefits:

• - 24/7 personalized financial guidance accessible to their community.
• - An enhanced reputation as a trustworthy financial partner.
• - Improved capability to meet the distinctive needs of Millennials and Gen X.
• - A competitive edge in an increasingly crowded market.
• - Deeper client insights that can lead to cross-selling opportunities.

Scheduled for rollout in 2025, Pocketnest will be universally available to all GenWealth clients, heralding a fresh chapter in personalized financial wellness. This initiative exemplifies how fintech is making considerable strides in democratizing financial education and access.

Founded in 2019, Pocketnest has been a trailblazer in digital innovations within the financial services sector. The platform, which is AI-enabled and white-labeled, allows financial institutions and employers to forge stronger connections with Millennials and Gen X clients through personalized education, advice, and tools. By creating individualized experiences based on each user’s financial landscape, Pocketnest assists institutions in guiding communities toward financial independence, fostering trust, loyalty, and long-lasting relationships while uncovering substantial cross-sell revenue potential.

With a commitment to pushing the boundaries of financial literacy and independence, Pocketnest continues to make headlines in the fintech industry, as recognized by awards from esteemed organizations like Fast Company. The partnership with GenWealth is expected to further solidify its position as a revolutionary force in the financial wellness space.