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.
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
Collaborative Fund
Lyft, Reddit, Scopely, Procore Technologies, Eat Just, Getaround, WHOOP, Tala, Earnest, Outschool
Lightspeed Venture Partners
Snap, OYO, AppDynamics, TripActions, Faire, Affirm, Netskope, LivingSocial, Weee!, Blend
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
TechCrunch - Jan, 18 2016
TechCrunch - Jan, 8 2016
TechCrunch - Oct, 27 2014
TechCrunch - Aug, 22 2014
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
EquityZen Recognized As:
