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Loaded Pocket
AddedFeb 17, 2024
UpdatedJun 18, 2026
Loaded Pocket

Loaded Pocket

Operating

LoadedPocket, based in Houston, is a unique financial platform integrating all personal finance services, asset valuation, and estate planning in one place.

Location
Houston, TX, US
Founded
2013
Firm
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Fundraising
Employees
Website

LoadedPocket is a Houston-based financial services company that aims to integrate various personal finance services into a single platform. The firm focuses on providing a comprehensive solution for managing banking, investing, asset transactions, real estate, credit cards, loans, and other financial products through a centralized web application.

The company's platform is designed to offer more than just read-only reporting, with the goal of revolutionizing personal banking in a manner similar to how Travelocity transformed the travel industry. LoadedPocket's unique value proposition lies in its ability to consolidate all aspects of an individual's financial life, including asset valuation and estate planning, into one accessible interface.

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Loaded Pocket - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 7 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 8740Management And Public Relations Services
  • 8742Management Consulting Services