Buy or sell Pontera stock pre IPO via an EquityZen fund

EquityZen is a marketplace for shares of proven pre IPO tech companies

Pontera Stock

Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Founded

2012

Notable Investors

Lightspeed Venture Partners

Headquarters

New York NY, US

Total Funding

$99.3M

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

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

Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

Join 290K+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As:

LogoLogo