How much funding has Pontera raised?

Pontera has raised $110.0M in total funding, most recently a Series D round.

Who are Pontera's investors?

Pontera's investors include Lightspeed VP, ICONIQ Capital, Blumberg Capital, Collaborative Fund, Hanaco Ventures.

Where is Pontera headquartered?

Pontera is headquartered in New York, New York, United States.

What industry is Pontera in?

Pontera operates in Fintech, Wealth Management.

Pontera

Infrastructure for modern, connected retirement planning

New York, United States · Founded 2012 · $110.0M raised

Fintech

Wealth Management

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

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 VP, ICONIQ Capital and Blumberg Capital.

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