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About Pocket PlanBuild your financial plan in minutes. Connect with professionals to help you reach your goals. Pocket Plan is a done for you Financial Model that provides a custom financial plan in minutes. Get your free plan by simply connecting your bank, insurance and investment accounts on our secure platform. Once your accounts are connected you can view custom reports like: Pocket Plan allows you to have greater control over your financial information. It gives you professional grade reports that you can share with our network of professionals like: |
About MatrixportMatrixport is one of the world's largest and most trusted digital assets ecosystem providing one-stop crypto financial services to meet the emerging needs of generating long term wealth in digital assets. It forges strategic collaborations with early stage Web3 innovators, helping them build, grow and scale and the company's services include Cactus Custody™, spot OTC, fixed income, structured products (including Dual Currency), lending as well as asset management. With USD4B in actively managed digital assets, Matrixport achieved pre-money unicorn valuation in 2021 and was named by CB Insights as the 50 most promising blockchain companies in the world in 2022. Its digital prime brokerage business, Matrixport Institutional, serves 500+ institutions across the US, Europe and Asia, offering best-in-class access, leverage, capital Introduction and custody services. |
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Vendor InformationFounded:
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Based in:
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Employees:
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Followers:
13.6k
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OtherWho uses Pocket Plan
English
Regional Restrictions:
No restrictions.
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OtherWho uses Matrixport
English
Regional Restrictions:
No restrictions.
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