Pontera
Financial Software · New York, United States · 51-200 Employees
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Overview
Headquarters
350 5th Ave Ste 2400, New York City, New...Phone Number
(888) 677-3339Website
www.pontera.comRevenue
$31.5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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May
ZI Rank
3
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5
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2
About Pontera
Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City.Explore more
Pontera Org Chart
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Company Profile Activity
Activity Insights
Pontera is experiencing very low activity levels compared to other companies in the Software sector.
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Pontera is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Pontera.
Pontera financials insights
Gather financial insights about Pontera, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Private Equity
$2.8M
2016
Other Financing Round
$7.2M
2019
Other Financing Round
$2.3M
2020
Other Financing Round
$8.2M
2021
Other Financing Round
$26M
Other Financing Round
$45.1M
2022
Unspecified
$80M
2023
Other Financing Round
$60M
Pontera Tech Stack
A closer look at the technologies used by Pontera
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Most Recent Scoops
Hiring Plans
Pontera has more open roles in Marketing than it has had at any time in the past 9 months.
Hiring Plans
Person-Based
Person-Based
Open Position
Open Position
Pontera News & Media
Pontera Applauds Rhode Island Regulator's Guidance on Data Aggregation and Third-Party Platforms
NEW YORK, Oct. 8, 2025 /PRNewswire/ -- Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Rhode Island Securities Division's newly released guidance on data aggregation and third-party platforms. Rhode Island has joined...Pontera Study: Retirement Savers Lack Confidence, Control Over Investments
Fewer than 1 in 5 Americans feel highly knowledgeable and confident managing their retirement and college savings accounts — leaving most without meaningful control over their financial future. NEW YORK, Sept. 25, 2025 /PRNewswire/ -- Pontera, the fintech company helping retirement savers...Pontera and Manulife John Hancock Retirement Announce Collaboration to Create Efficiencies for Advisors Looking to Improve Participant Outcomes with Personalized Defined Contribution Account Management
NEW YORK, Sept. 3, 2025 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their financial advisor, announced today a new strategic collaboration with Manulife John Hancock Retirement, a company of Manulife Wealth &...Pontera Applauds Texas Regulator's Best Practices on Data Aggregation and Held Away Asset Management
NEW YORK, July 23, 2025 /PRNewswire/ -- Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Texas State Securities Board's (TSSB) newly released best practices on data aggregation and third-party platforms. This...
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Frequently Asked Questions Regarding Pontera
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Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that... Read More
