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Pontera

company

About

Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.

Details

Last Funding Type
Funding Round
Last Funding Money Raised
$8.20M
Industries
Crowdsourcing,Financial Services,Internet,Personal Finance,Software
Founded date
Jan 1, 2012
Number Of Employee
101 - 250
Operating Status
Active
Legal Name
Pontera Solutions Inc.
Also Known As
FeeX

Pontera, formerly FeeX, bridges the gap between a better retirement and financial advisors by allowing them to manage and trade their clients' held away accounts. Its goal is to help people retire with more wealth and financial security. The company, which was founded in 2012, works with RIAs, Broker-Dealers, and some of the country's largest financial institutions.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
7
$99.30M
Pontera has raised a total of $99.30M in funding over 2 rounds. Their latest funding was raised on Nov 1, 2021 from a Funding Round round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Nov 1, 2021 Funding Round $45.10M 5 Lightspeed Venture Partners Detail
Feb 1, 2021 Funding Round $26M 5 Lightspeed Venture Partners Detail
May 1, 2020 Funding Round $8.20M 5 Lightspeed Venture Partners Detail
Jul 1, 2019 Funding Round $2.30M 2 The Founders Kitchen Detail
Oct 1, 2016 Funding Round $7.20M 2 Collaborative Fund Detail

Employee Profiles

Number of Employee Profiles
7
Pontera has 7 current employee profiles, including Executive Uri Levine
Executive
Employee
Board member
Executive
Executive