Pontera enables financial growth by allowing advisors to manage and trade held away accounts.
Location: United States, New York
Employees: 51-200
Total raised: $140M
Founded date: 2012
Investors 3
| Date | Name | Website |
| 24.02.2022 | Lightspeed... | lsvp.com |
| - | Transolam | transolam.... |
| 02.04.2022 | Blumberg C... | blumbergca... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 14.12.2023 | - | $60M | - |
| 24.02.2022 | - | $80M | - |
Mentions in press and media 14
| Date | Title | Description |
| 27.06.2024 | RBC Charity Day for the Kids: A Global Impact | RBC Capital Markets hosts its annual Charity Day celebration, donating $5 million to 78 youth-focused charities across 13 countries. RBC Capital Markets employees worldwide came together to celebrate the 10th anniversary of RBC Charity Day ... |
| 26.06.2024 | RBC Charity Day for the Kids donates US$5 million to 78 youth-focused charities around the globe | RBC Capital Markets hosts its annual global Charity Day celebration Celebrations held by RBC Capital Markets employees in Canada, the U.S., the UK, France, Germany, Spain, Netherlands, Singapore, Japan, Hong Kong, Australia, Barbados, and t... |
| 14.12.2023 | Pontera Raises $60M to Allow Financial Advisors to Help Clients with their 401(k)s and other Retirement Plans | 56% of Americans feel they are not on pace to have enough to last through retirement. Among those nearing retirement age (60-67), the figure drops to just 24%. Taking advantage of a 401(k)’s tax-deferred and employer contribution benefits a... |
| 09.12.2023 | Fintech Firm Pontera Raises $60m in Latest Funding Round | Fintech firm Pontera has raised $60 million in a funding round led by ICONIQ Growth, bringing its total funding to $160 million, according to an announcement. This investment highlights Pontera’s commitment to improving retirement account m... |
| 07.12.2023 | Pontera Lands $60M Funding Round | NEW YORK, NY, Pontera has secured $60 million in a funding round led by ICONIQ Growth. >> Click here for more funding data on Pontera >> To export Pontera funding data to PDF and Excel, click here Pontera, the fintech com... |
| 07.12.2023 | Pontera Raises $60M in Funding | Pontera co-founders Uri Levine, Yoav Zurel, Eyal Halahmi, and David Weisz. Pontera, a NYC-based fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors, raised $60M in ... |
| 07.12.2023 | Pontera raises $60 million | Fintech startup Pontera Pontera Founded: 2012 Headquarters: New York, New York, United States Total Funding: $159.3M See full company profile "> has raised $60 million in a funding round led by ICONIQ Growth, with additional partici... |
| 07.12.2023 | Pontera raises $60 million | Fintech startup Pontera Pontera Founded: 2012 Headquarters: New York, NY, US Total Funding: $159.3M See full company profile "> has raised $60 million in a funding round led by ICONIQ Growth, with additional participation from Blumb... |
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