PocketSmith is a personal finance software that helps users manage their money by connecting accounts, tracking spending, and providing forecasts for future financial positions. Self-described features include budgeting, reporting, and customizable dashboards.

PocketSmith

Oak Financial Planning offers financial planning services, including debt consolidation, business growth, personal insurance, budget planning, investment advice, retirement planning, aged care planning, and estate planning. It operates as a part of the Oak Group Holdings framework.

Oak Financial Planning

Capital Wealth Management, LLC provides financial advisory services including investment planning, retirement planning, tax planning, and estate planning.

Capital Wealth Management, LLC

FinlogiK provides customized financial software solutions to the investment industry, enabling increased efficiency and automation in investment management.

Metric
Company Name	PocketSmith	Oak Financial Planning	Capital Wealth Management, LLC	FinlogiK
Symbol
MSH ID	COM:POCKETSMITH	AU:COM:OAKFINANCIAL	COM:CAPITALWM	COM:FINLOGIK
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Technology	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Software	Financial Planning	Financial Advisory Services	Financial Technology
Country	NZ	AU	US	CA
Stage
Employee Count
Website	pocketsmith.com	oakfinancial.com.au	capitalwm.com	finlogik.com
LinkedIn
Founders

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Monthly Web Traffic			294
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COM:POCKETSMITH

PocketSmith

Company Overview

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