Pontera Solutions
Latest round
- Series B
Last raised
- Aug 2014
Total raised
- $9.5M
Investors
- 2
About Pontera Solutions
Based in the US, Pontera Solutions Inc. is a financial technology company specializing in software solutions for managing retirement accounts.Pontera Solutions Inc. focuses on providing a software platform for financial advisors to manage retirement accounts effectively. Founded in 2012, the company is headquartered in New York, US. The founders, David Weisz, Uri Levine, and Yoav Zurel, have a strong background in technology and finance, contributing to Pontera's innovative approach.Pontera offers a comprehensive financial advisor software platform designed for managing retirement accounts like 401(k)s and 403(b)s. The platform enables financial advisors to monitor, rebalance, and optimize their clients' held-away accounts, ensuring strategies align with financial goals.Pontera generates revenue through a subscription-based model for financial advisors, with its structure involving annual or monthly fees. This grants advisors access to the tools necessary for efficient retirement account management. Advisors subscribe to Pontera's services to manage multiple client accounts, ensuring they can provide value-added services while maintaining compliance and visibility in portfolio management.In December 2023, Pontera Solutions Inc. This includes potential development of new products aimed at enhancing their platform functionality and targeting new geographic markets.
Who invested in Pontera Solutions
2 investors across 2 rounds
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Questions about Pontera Solutions
Who invested in Pontera Solutions?
Pontera Solutions has 2 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Pontera Solutions raised?
Pontera Solutions has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did Pontera Solutions last raise money?
Pontera Solutions's most recent round on record is a Series B, in Aug 2014.
What does Pontera Solutions do?
Based in the US, Pontera Solutions Inc.
Where is Pontera Solutions headquartered?
Pontera Solutions is headquartered in New York, US.
Which VCs invest in companies like Pontera Solutions?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Pontera Solutions's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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