Pontera Stock
Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.
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About Pontera Stock
Provider of financial services intended for wealth management. The company's solutions include held away account trading & management, fee analyzer, a white-labeled software for acquiring customers as well as rollover compliance for evaluating rollovers, enabling advisors to see, trade, and manage assets in 401k, 403b, 529, and other held away accounts and offer a comprehensive, holistic service to their end clients.
Investors
Lightspeed Venture Partners
Snap, OYO, AppDynamics, TripActions, Faire, Affirm, Netskope, LivingSocial, Weee!, ThoughtSpot
Funding History
| August 2013 | $3.0M |
|---|---|
| August 2014 | $7.5M |
| October 2016 | $7.2M |
| July 2019 | $2.3M |
| May 2020 | $8.2M |
| February 2021 | $26.0M |
| November 2021 | $45.1M |
Management
Founder
Uri Levine
Co-Founder & Chairman
Uri Levine
Co-Founder, CTO
Eyal Halahmi
Co-Founder & CEO
Yoav Zurel
VP, Business Development
David Goldman
Co-Founder, Chief Product Officer
David Weisz
Chairman
Uri Levine
Press
prnewswire - Apr, 10 2024
Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilitiesfinance - Apr, 10 2024
Ameritas Now Works with Pontera to Offer 401(k) Management as Part of Holistic Financial Planning for Clientsinvestmentnews - Apr, 10 2024
Fintech Pontera partners with Captrustadvisorhub - Feb, 19 2024
Steward Partners Elevates Wealth Management and Retirement Planning Services with Ponterainvestmentnews - Feb, 19 2024
Pontera announces another $60 million funding roundEquityZen Recognized As:
