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Pontera logo — Enabling retirement savers to get the help they need managin...

Pontera

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.

Founded 2012 United States New York, United States 296 employees Venture round Total: $159.30M Finance, Financial Services +2

General Information

Company Name Pontera
Founded Year 2012
Location United States New York, United States
Employees 296
Industries Finance, Financial Services, Fintech +1
Funding Stage Venture round
Social

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About Pontera

Pontera is a fintech startup based in the United States that aims to revolutionize the way Americans save for retirement. Founded in 2012, the company's slogan "Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor" reflects its dedication to empowering individuals to make informed decisions about their 401(k) and other retirement accounts. The platform enables financial advisors to manage assets in held-away accounts securely and compliantly, streamlining the process and ultimately improving clients' financial outcomes. With a recent $60.00M Venture Round investment in December 2023 backed by prominent investors including Blumberg Capital, Lightspeed Venture Partners, Hanaco Ventures, Collaborative Fund, Iconiq Growth, and The Founders Kitchen, Pontera is poised for growth and poised to make a significant impact in the Financial Services, Fintech, and Internet industries. Learn more about Pontera at pontera.com.

Business keywords: Retirement Savings, Financial Advisory, 401(k), Wealth Management, Financial Wellness, Wealth Tech, Financial Planning, RIAs, Broker-Dealers, Order Management System, Advisor Tech, Personal Finance

Funding Rounds & Investors (8)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $60.00M 6
Blumberg Capital Lightspeed Venture Partners Hanaco Ventures
Blumberg Capital, Lightspeed Venture Partners +4
07 Dec 2023
Funding Round $45.10M 5
Blumberg Capital Lightspeed Venture Partners Hanaco Ventures
Blumberg Capital, Lightspeed Venture Partners +3
01 Nov 2021
Funding Round $26.00M 5
Blumberg Capital Lightspeed Venture Partners Hanaco Ventures
Blumberg Capital, Lightspeed Venture Partners +3
01 Feb 2021
Funding Round $8.20M 5
Blumberg Capital Lightspeed Venture Partners Hanaco Ventures
Blumberg Capital, Lightspeed Venture Partners +3
01 May 2020
Funding Round $2.30M 2
ThirdStream Partners The Founders Kitchen
ThirdStream Partners, The Founders Kitchen
01 Jul 2019
Funding Round $7.20M 2
Collaborative Fund Horizons Ventures
Collaborative Fund, Horizons Ventures
01 Oct 2016
Funding Round $7.50M 2
Blumberg Capital Horizons Ventures
Blumberg Capital, Horizons Ventures
01 Aug 2014
Funding Round $3.00M -
01 Aug 2013

Pontera Alternatives & Competitors

View All Alternatives
Pontera vs
Stash
Stash United States

We’re helping everyday Americans invest and build wealth. (stsh.app/disclosures)

Acquired
244 employees
Finance, Fintech
Compare Pontera vs Stash
Pontera vs
Moneybox
Moneybox United Kingdom

Giving everyone the means to get more out of life.

Post IPO
531 employees
Finance, Financial Services
Compare Pontera vs Moneybox
Pontera vs
PACIFIC CAPITAL
PACIFIC CAPITAL United States

We help 8 and 9 figure entrepreneurs increase their lifestyle & financial freedom, increase cash flo...

42 employees
Finance, Financial Services
View all alternatives

FAQ About Pontera

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.
Pontera was founded in 2012.
Pontera is headquartered in New York, United States.
Pontera operates in Finance, Financial Services, Fintech and Internet. Its work centres on Retirement Savings, Financial Advisory, 401(k) and Wealth Management.
Pontera has approximately 296 employees.
Pontera has completed 8 funding rounds, raising a total of $159.30M. The latest funding stage is Venture round.
Top alternatives and competitors to Pontera include Stash, Moneybox, PACIFIC CAPITAL, Total Wealth Advisors, LLC, Pigtie. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pontera and Stash are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Pontera, https://www.bouncewatch.com/company/pontera, updated 28 November 2024. When citing, please name BounceWatch and link this page.

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