Pontera Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Private

  • Employees
  • 326

Employees

  • Latest Deal Type
  • Series D2

  • Latest Deal Amount
  • $60M

  • Investors
  • 14

Pontera General Information

Description

Developer of a fintech platform designed to be the bridge to better wealth management. The company's platform works across the vast majority of retirement plans and seamlessly integrates with existing portfolio management tools to help advisors improve their clients' financial outcomes, enabling advisors to protect client data and ensure clients retain ultimate control of their accounts.

Contact Information

Website
www.pontera.com
Formerly Known As
FeeX
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 350 5th Avenue
  • Suite 2400
  • New York, NY 10118
  • United States
Primary Industry
Financial Software
Vertical(s)
FinTech
Corporate Office
  • 350 5th Avenue
  • Suite 2400
  • New York, NY 10118
  • United States

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Pontera Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC (Series D2) 07-Dec-2023 $60M Completed Generating Revenue
5. Later Stage VC (Series D) 23-Feb-2022 Completed Generating Revenue
4. Later Stage VC 01-Jan-2021 Completed Generating Revenue
3. Later Stage VC (Series C) 08-Sep-2015 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 »

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Pontera Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a fintech platform designed to be the bridge to better wealth management. The company's platform works acro
Financial Software
New York, NY
326 As of 2026

Framingham, MA

Shelton, CT
 
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Pontera Competitors (53)

One of Pontera’s 53 competitors is Ledgex Systems, a Private Equity-Backed company based in Framingham, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ledgex Systems Private Equity-Backed Framingham, MA
RightCapital Venture Capital-Backed Shelton, CT
InvestEdge Private Equity-Backed Canonsburg, PA
Finastra Private Equity-Backed London, United Kingdom
PayActiv Venture Capital-Backed Milpitas, CA
You’re viewing 5 of 53 competitors. Get the full list »

Pontera Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Pontera Investors (14)

Investor Name Investor Type Holding Investor Since Participating Rounds
ICONIQ Growth Venture Capital Minority
KDX Ventures Venture Capital Minority
LTS Growth Growth/Expansion Minority
Hanaco Ventures Venture Capital Minority
Hyperwise Ventures Venture Capital Minority
You’re viewing 5 of 14 investors. Get the full list »

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Pontera FAQs

  • When was Pontera founded?

    Pontera was founded in 2012.

  • Where is Pontera headquartered?

    Pontera is headquartered in New York, NY.

  • What is the size of Pontera?

    Pontera has 326 total employees.

  • What industry is Pontera in?

    Pontera’s primary industry is Financial Software.

  • Is Pontera a private or public company?

    Pontera is a Private company.

  • What is the current valuation of Pontera?

    The current valuation of Pontera is .

  • What is Pontera’s current revenue?

    The current revenue for Pontera is .

  • How much funding has Pontera raised over time?

    Pontera has raised $220M.

  • Who are Pontera’s investors?

    ICONIQ Growth, KDX Ventures, LTS Growth, Hanaco Ventures, and Hyperwise Ventures are 5 of 14 investors who have invested in Pontera.

  • Who are Pontera’s competitors?

    Ledgex Systems, RightCapital, InvestEdge, Finastra, and PayActiv are some of the 53 competitors of Pontera.

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