Pontera Overview

  • Founded
  • 2012
Founded
  • Status
  • Private
  • Employees
  • 120
Employees
  • Latest Deal Type
  • Later Stage VC
  • Latest Deal Amount
  • $45M
Latest Deal Amount
  • Investors
  • 11

Pontera General Information

Description

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.

Contact Information

Website
www.pontera.com
Formerly Known As
FeeX, Inc., FeeX
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Other Financial Services
Information Services (B2C)
Primary Office
  • 11 West 33rd Street
  • Floor 25
  • New York, NY 10120
  • United States

Pontera Timeline

2019202020212022
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Pontera Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC 23-Feb-2022 $45M 000.00 Completed Generating Revenue
4. Later Stage VC 01-Jan-2021 000.00 Completed Generating Revenue
3. Early Stage VC 08-Sep-2015 00.000 000.00 Completed Generating Revenue
2. Early Stage VC (Series B) 21-Aug-2014 $6.5M $9.5M Completed Generating Revenue
1. Early Stage VC (Series A) 27-Aug-2013 $3M $3M Completed Generating Revenue
To view Pontera’s complete valuation and funding history, request access »

Pontera Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial services intended for wealth management. The company's solutions include held away account trading
Financial Software
New York, NY
120 As of 2022
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00000 000000000 00000000
Leawood, KS
00 As of 0000
000.00
00.00 0000-00-00
00000000000 000.00

00000000

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000000000 00000000
Bala Cynwyd, PA
00 As of 0000
000
000000000000 000
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Pontera Competitors (35)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Blooom Venture Capital-Backed Leawood, KS 00 000.00 00000000000 000.00
0000000000 Formerly VC-backed Bala Cynwyd, PA 00 000 000000000000 000
00 Venture Capital-Backed Lehi, UT 000 00000 00000000000 00000
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
000000000000 Venture Capital-Backed Shelton, CT 00 00.000 000000000 - 00.000
You’re viewing 5 of 35 competitors. Get the full list »

Pontera Executive Team (8)

Name Title Board Seat Contact Info
Yoav Zuriel Co-Founder and Chief Executive Officer
Aniruddha Nagendra Chief Financial Officer
Eyal Halahmi Co-Founder and Chief Technology Officer
Assaf Lavie Chief Architect
Uri Levine Co-Founder and Chairman
You’re viewing 5 of 8 executive team members. Get the full list »

Pontera Board Members (3)

Name Representing Role Since
Uri Levine Pontera Co-Founder and Chairman 000 0000
You’re viewing 1 of 3 board members. Get the full list »

Pontera Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Pontera Investors (11)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Hanaco Venture Capital Venture Capital Minority 000 0000 000000 0
Hyperwise Ventures Venture Capital Minority 000 0000 000000 0
Jonathan Soberg Angel (individual) Minority 000 0000 000000 0
Lightspeed Venture Partners Venture Capital Minority 000 0000 000000 0
The Founders Kitchen Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 11 investors. Get the full list »

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