Pontera

About

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

New York,New York,United States
101 - 250
http://www.pontera.com

Highlights

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

Investors

Number of Lead Investors

Number of Investors

7

9

Pontera is funded by 9 investors. Lightspeed Venture Partners and Collaborative Fund are the most recent investors.

Investor Name	Lead Investor	Funding Round
Lightspeed Venture Partners	Yes	Funding Round
Collaborative Fund	Yes	Funding Round
Blumberg Capital	Yes	Funding Round
Blumberg Capital	—	Funding Round
Hanaco Venture Capital	—	Funding Round
Hyperwise Ventures	—	Funding Round
The Founders Kitchen	—	Funding Round
Thirdstream Partners	—	Funding Round
Horizons Ventures	—	Funding Round