Fundraising FoxPontera
New York City, US · 11 known investors
Find your way into Pontera
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Ask David J. Blumberg to introduce you to David Weisz
You →David · together at Pontera →David
Ask Jamie Chen to introduce you to Yoav Zurel
You →Jamie · together at Pontera →Yoav
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Pontera provides a platform that lets financial advisors monitor and rebalance clients' employer-sponsored retirement accounts—such as 401(k)s, 403(b)s, 457s, and TSPs—without requiring a rollover or access to login credentials. It serves retirement savers and their financial advisors in the wealth management space.
Founders & leadership
Investors · 11
How we know: Blumberg Capital's portfolio page · a partner's Signal profile · financial-planning.com · Not right? Tell us
How we know: financial-planning.com · collabfund.com · Not right? Tell us
How we know: Hanaco Venture Capital's portfolio page · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
How we know: Lightspeed Venture Partners's portfolio page · financial-planning.com · Not right? Tell us
How we know: pontera.com · Not right? Tell us
Also in the syndicate · 2
Funding
SEC filings, press & company announcements$60M disclosed across 1 round · 2023
- $60MraisedDec 2023 · 2 sources
ICONIQ Growth (lead), Blumberg Capital, Collaborative Fund, Hanaco Ventures, Lightspeed Venture Partners, The Founders Kitchen
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
In the news
Frequently asked questions
- What does Pontera do?
- Pontera provides a platform that lets financial advisors monitor and rebalance clients' employer-sponsored retirement accounts—such as 401(k)s, 403(b)s, 457s, and TSPs—without requiring a rollover or access to login credentials. It serves retirement savers and their financial advisors in the wealth management space.
- Who founded Pontera?
- Pontera was founded by David Weisz, Yoav Zurel.
- Who are Pontera's investors?
- Pontera's investors include Blumberg Capital, Collaborative Fund, Hanaco Venture Capital, Hyperwise Ventures, ICONIQ, Lightspeed Venture Partners, Maccabee Ventures, Thirdstream Partners and 1 more.
- How much funding has Pontera raised?
- Pontera has disclosed $60M raised across 1 round.
- Where is Pontera headquartered?
- Pontera is headquartered in New York City, US.