Pontera
Active Management Solution for Held Away Accounts
Active
C
Startup
Herzliya
Founded 2012-06
Pontera provides technology that allows financial advisors to manage held away accounts on behalf of their clients as part of their overall portfolio without taking custody of the accounts, enabling advisors and investors to work together on a personalized, holistic plan. Pontera serves thousands of financial advisors from all types of advisory practices, r…
SectorFintech & Insurtech
StageC
Total raised$171.8M
Employees342
Founded2012-06
HQHerzliya
Crunchbasefeex
Patents1
Confidence100
Sectors
Fintech & InsurtechPersonal Finance ManagementTrading & Investing
Technology
Data StorageCDNPlatforms & InterfacesArtificial IntelligenceMachine Learning
Target customers
Financial ServicesFinancial InstitutionsBrokerageInvestment & Portfolio ManagementFund ManagementFinancial Products