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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

Founded

2012

Headquarters

New York, NY, US

Notable Investor

Lightspeed Venture Partners

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 in Pontera

Discover investors in Pontera stock and explore their portfolio companies

Pontera Management

Leadership team at Pontera

Founder

Uri Levine

Co-Founder & Chairman

Uri Levine

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How to invest in Pontera stock?

Accredited investors can buy pre-IPO stock in companies like Pontera through EquityZen funds. These investments are made available by existing Pontera shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.

How to sell Pontera stock?

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If I invest, how do I exit my investment?

There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.

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