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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.


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



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


Uri Levine


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