Pontera was founded by David Weisz, Yoav Zurel.

Who are Pontera's investors?

Pontera's investors include Blumberg Capital, Hanaco Venture Capital, Hyperwise Ventures, ICONIQ, Maccabee Ventures, Thirdstream Partners, Collaborative Fund, ICONIQ Growth 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.

Pontera

New York City, US · 11 known investors

Find your way into Pontera

149 people in our graph share verified history with the Pontera team — schools, employers, funds. One of them is your warm intro.

Juriaan Duizendstraalunlockedknows David Weisz · together at Reichman University (overlapped)

×5knows the team · via Reichman University

knows the team · via Pontera

×2knows the team · via Israeli Navy

knows the team · via Jibe Ventures

knows the team · via Wix

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.

Enterprise Software Fintech SaaS

Founders & leadership

David Weisz inCo-Founder, CPODavid Weisz is co-founder and chief product officer at Pontera, which provides infrastructure for financial advisors to connect to and manage clients' workplace retirement accounts including 401(k)s.

Yoav Zurel inCo-Founder & CEOCo-Founder and CEO at Hanaco Venture Capital

Investors · 11

Blumberg CapitalMiami · $500K – $5M

Hanaco Venture CapitalHerzliya · $2M – $20M

Hyperwise VenturesTel Aviv

ICONIQSan Francisco

Maccabee VenturesNew York · $200K – $400K

Thirdstream PartnersSan Mateo

Collaborative FundreportedNew York · $500K – $1M

ICONIQ GrowthreportedSan Francisco

Lightspeed Venture PartnersreportedMenlo Park · $1.7M – $87M

Also in the syndicate · 2

Hanaco VenturesThe Founders Kitchen

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

Pontera unveils non-discretionary advice tools in continued retirement platform buildout - InvestmentNewsinvestmentnews.com · Aug 2026

Pontera launches bulk rebalancing to ease advisors' 401(k) workload - InvestmentNewsinvestmentnews.com · Jul 2026

Pontera's last-bid gambit to turn Fidelity credential-sharing ban into an 'investor rights issue,' falls flat, and now Schwab and others are turning a deaf ear as bans spread | RIABizriabiz.com · Dec 2025

Pontera raises $60M in latest funding round | Financial Planningfinancial-planning.com · Dec 2023

Pontera has raised $60 million to help people retire better in Americapontera.com · Dec 2023

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, Hanaco Venture Capital, Hyperwise Ventures, ICONIQ, Maccabee Ventures, Thirdstream Partners, Collaborative Fund, ICONIQ Growth 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.