Pontera, a NYC-based fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors, raised $60M in funding.
The round, which brought the total amount to $160M, was led by ICONIQ Growth, with participation from Blumberg Capital, Collaborative Fund, Hanaco Ventures, Lightspeed Venture Partners and The Founders Kitchen.
The company intends to use the funds to expand operations and its business reach.
Led by Uri Levine, Yoav Zurel, Eyal Halahmi, and David Weisz, Pontera is a fintech company on a mission to enable financial advisors to analyze, rebalance, and report on workplace retirement account assets, including 401(k)s, 403(b)s and more. The platform is designed to work across the vast majority of retirement plans and integrate with existing portfolio management tools to help advisors improve their clients’ financial outcomes.
Pontera collaborates with Dynastym Benjamin Edwards, OneDigital, Savant and Wealthspire. The company has also launched new platform integrations with wealth management platforms Addepar, Envestnet and Morningstar.
FinSMEs
07/12/2023