Last updated 2026-06-18
- Raised $60M funding round led by ICONIQ Growth, Dec 2023
- Raised $70M funding round led by Lightspeed Venture Partners, Nov 2021
- Raised $21M funding round led by Lightspeed Venture Partners, Jan 2021
Total raised
$171.8M
Last: 2023-12
Stage
Series C
Founded
2012
Headcount
342
HQ
Herzliya, Israel
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
2021-11
2021-01
2020-05
2015-09
2014-08
2013-08
$3.0M
Q&A
- What is Pontera's primary business?
- Pontera provides technology that enables financial advisors to manage held-away accounts for their clients as part of an overall portfolio, without taking custody of the accounts.
- When was Pontera founded?
- Pontera was founded in June 2012.
- What is Pontera's current employee count?
- Pontera has 201-500 employees.
- What is Pontera's total funding to date?
- Pontera has raised a total of $171.8 million USD.
- When was Pontera's most recent funding round and who were the lead investors?
- Pontera's most recent funding round was in December 2023, raising $60 million USD, led by ICONIQ Growth.
- Which investors participated in Pontera's November 2021 funding round?
- In November 2021, Pontera raised $70 million USD with participation from Lightspeed Venture Partners.
- Where is Pontera's headquarters located?
- Pontera's headquarters is located in Herzliya, Israel.
- What is Pontera's primary sector?
- Pontera's primary sector is Fintech & Insurtech.
Team · 3
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
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)
External links
| Website | pontera.com |
|---|---|
| linkedin.com/company/2711006 | |
| facebook.com/Ponterasolutions | |
| YouTube | youtube.com/user/FeeXUSA |
Identifiers & details
| Former names | FeeX |
|---|---|
| Founded | 2012-6 |
| Employees (exact) | 342 |
| Offices | New York |
Radar intelligence
Open jobs — greenhouse
| Total open | 1 |
|---|---|
| Remote | 0 |
| By department | Business Development (1) |
| By location | New York, New York, United States (1) |
| Title | Location | Department |
|---|---|---|
| Customer Support Representative | New York, New York, United States | Business Development |
Publications (Crossref)
| Works | 1 |
|---|
App Store
| App | Rating | Ratings |
|---|---|---|
| Pontera Connect |
Web history (Wayback)
| Domain | pontera.com |
|---|
Certificate / subdomain footprint
| Subdomains | 42 |
|---|