Pontera
Infrastructure for modern, connected retirement planning
New York, United States · Founded 2012 · $110.0M raised
- Headquarters
- New York, New York
- Employees
- 201–500
- Founded
- 2012
- Business Model
- B2B
- Website
- pontera.com
- Total Funding
- $110.0M
- Last Round
- $60.0M Series DDec 2023
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 5 investors for this company. The full record is or through the API.
About
Pontera is a fintech company helping Americans retire better by enabling financial advisors to securely and compliantly manage clients' held-away retirement accounts — 401(k)s, 403(b)s, workplace plans — from within existing portfolio management workflows. Integrates with Orion, BNY Mellon Pershing (Wove). Every action logged in uneditable audit record. Serves thousands of advisors including Stifel.
Summary
Pontera is a Fintech company based in New York, United States, founded in 2012. It has raised $110.0M in total across 3 rounds, most recently a $60.0M Series D round in Dec 2023. Investors include Lightspeed Venture Partners, ICONIQ Capital and Blumberg Capital.
Tech & App Stack
22 technologies & apps tracked
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Funding History
Dec 2023
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Funding: Series B through Series D. Amounts, valuations, and investors where available.
Investors
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