About Pontera
Pontera is a company based in New York (United States) founded in 2012 by Eyal Halahmi, David Weisz, and Yoav Zurel.. Pontera has raised $114.5 million across 4 funding rounds from investors including Lightspeed Venture Partners, Iconiq Capital and Blumberg Capital. Pontera offers products and services including Pontera Platform and Rebalancing Tool. Pontera operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter New York, United States
- Founders Eyal Halahmi, David Weisz, Yoav Zurel
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Pontera Solutions Inc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$114.5 M (USD)
in 4 rounds
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Latest Funding Round
$60 M (USD), Series C
Dec 07, 2023
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Investors
Lightspeed Venture Partners
& 7 more
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Employee Count
Employee Count
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Products & Services of Pontera
Pontera offers a comprehensive portfolio of products and services, including Pontera Platform and Rebalancing Tool. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Software for managing 401(k) accounts and optimizing client wealth.
Tool for secure rebalancing of retirement accounts during market changes.
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Sales and Marketing
14 people
Finance and Accounting
10 people
Software Development Team
9 people
Leadership Team
9 people
Human Resources and Administration
6 people
Product Management Team
5 people
Strategic Team
5 people
Senior Team
4 people
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Funding Insights of Pontera
Pontera has successfully raised a total of $114.5M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $60 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series C — $60.0M
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First Round
First Round
(27 Aug 2013)
- Investors Count 8
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2023 | Amount | Series C - Pontera | Valuation | Iconiq Capital | |
| Feb, 2022 | Amount | Series C - Pontera | Valuation | Lightspeed Venture Partners | |
| Aug, 2014 | Amount | Series B - Pontera | Valuation | Horizons Ventures |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Pontera
Pontera has secured backing from 8 investors, including venture fund investors. Prominent investors backing the company include Lightspeed Venture Partners, Iconiq Capital and Blumberg Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Provider of investment management and real asset services
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Founded Year | Domain | Location | |
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Venture capital firm investing in early and growth stage technology companies.
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Founded Year | Domain | Location | |
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Startups are funded through venture capital by Hanaco Ventures.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Pontera
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Pontera
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Pontera Comparisons
Competitors of Pontera
Pontera operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Pontera
Frequently Asked Questions about Pontera
When was Pontera founded?
Pontera was founded in 2012 and raised its 1st funding round 1 year after it was founded.
Where is Pontera located?
Pontera is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Pontera?
Yoav Zurel is the current CEO of Pontera. They have also founded this company.
Is Pontera a funded company?
Pontera is a funded company, having raised a total of $114.5M across 4 funding rounds to date. The company's 1st funding round was a Series B of $6.5M, raised on Aug 27, 2013.
What does Pontera do?
Tax management solutions for businesses. It offers solutions for account trading and management, financial regulatory management, compliance management, data protection, and more. It also offers wealth management solutions.
Who are the top competitors of Pontera?
Pontera's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Pontera offer?
Pontera offers Pontera Platform and Rebalancing Tool.
Who are Pontera's investors?
Pontera has 8 investors. Key investors include Lightspeed Venture Partners, Iconiq Capital, Blumberg Capital, Hanaco Ventures, and The Founders Kitchen.
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