Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
$60M sweet spot round size
2012
$60M
from 2 investors over 1 rounds
Pontera raised $60M on January 7, 2024
Investors: ICONIQ Growth and + 4 Other investors