Pontera

Company Overview

Snapshot

Founded in June 2012 by Uri Levine, Yoav Zurel, and David Weisz, Pontera operates with 201–500 employees. The company has raised a total of $171.8 million across 7 funding rounds from 9 investors. In December 2023, Pontera secured a funding round led by ICONIQ Growth.

Business overview

Pontera is a Fintech & Insurtech company that provides technology enabling financial advisors to manage held-away accounts for their clients as part of a holistic portfolio. Its core product is a Held Away Order Management System, designed to allow advisors to work with clients on personalized financial plans without taking custody of the accounts. Pontera serves a diverse range of advisory practices, from individual firms to large financial institutions, operating in the United States and Israel.

Strategic signal

In December 2023, Pontera raised $60 million, signaling strong investor confidence in its active management solution for held-away accounts. This capital infusion is expected to support further hiring in Israel, indicating a strategic focus on expanding its operational and technological capabilities to meet growing market demand for its fintech solutions.

Company Intelligence Q&A

What was the most recent funding event for Pontera?

In December 2023, Pontera secured a funding round with ICONIQ Growth leading the investment, joined by.

When did Pontera change its name from FeeX?

In February 2022, Pontera, formerly known as FeeX, announced a funding round and its name change.

Who are the founders of Pontera?

Pontera was founded by Uri Levine, Yoav Zurel, and David Weisz in June 2012.

What is Pontera's core offering for financial advisors?

Pontera provides technology that allows financial advisors to manage held-away accounts for their clients as part of their overall portfolio, without requiring custody of these accounts.

What was a notable recognition for the company in 2016?

In June 2016, FeeX (now Pontera) was named the Most Disruptive Fintech Startup.