Total raised
$171.8M
Last: Series C 2023-12
Stage
Series C
Founded
2012
Headcount
342
HQ
Herzliya
Sector
Fintech & Insurtech
About
Pontera provides technology that allows financial advisors to manage held away accounts on behalf of their clients as part of their overall portfolio without taking custody of the accounts, enabling advisors and investors to work together on a personalized, holistic plan. Pontera serves thousands of financial advisors from all types of advisory practices, ranging from single-person advisory firms to some of the worlds largest financial institutions.
Funding history · 7 rounds · $171.8M total
2023-12
Series C
$60.0M
2021-11
Series B
$70.0M
2021-01
Series A
$21.0M
2020-05
Seed
$8.5M
2015-09
Convertible Debt
$2.8M
2014-08
Series B
$6.5M
2013-08
Series A
$3.0M
Sectors & technology
Primary sector
Fintech & Insurtech
Sub-sectors
Fintech & InsurtechPersonal Finance ManagementTrading & Investing
Technologies
Data StorageCDNPlatforms & InterfacesArtificial IntelligenceMachine Learning
Target customers
Financial ServicesFinancial InstitutionsBrokerageInvestment & Portfolio ManagementFund ManagementFinancial Products
Business model
B2B2CB2B
Highlights
1 PatentsVerified
Tags
investmentspersonal-financeprice-comparisonfintechinsurtechtrading-and-investing