Pontera
Active Management Solution for Held Away Accounts
StartupPontera is a Herzliya-based startup in the Fintech & Insurtech sector, established in 2012. Active Management Solution for Held Away Accounts. The company has raised a total of $171.8M across 7 funding rounds, currently at the C stage. Pontera was founded by Uri Levine, Yoav Zurel, David Weisz. Key investors include ICONIQ Growth, Lightspeed Venture Partners, Blumberg Capital, among 9 total investors. The company has 201-500 employees. Core technologies: Data Storage, CDN, Platforms & Interfaces, Artificial Intelligence, Machine Learning.
With $171.8M in total funding, Pontera is a C-stage company operating in Fintech & Insurtech. The company follows a B2B2C/B2B business model. Product stage: Released. The company holds 1 patent.
- StageC
- ProductReleased
- ModelB2B2C, B2B
- Employees201-500
- HQHerzliya
- DistrictCenter District
- Last Round$60M
- ICONIQ GrowthLead
- Lightspeed Venture Partners
- Blumberg Capital
9 investors total
Uri LevineCo-founder & ChairmanYoav ZurelCo-founder & CEO
David WeiszCo-founder
13 articles covered by sources including www.reuters.com,
www.calcalistech.com,
www.cnbc.com,
thecollegeinvestor.com,
members.napfa.org.
What does Pontera do?
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, ranging from single-person advisory firms to some of the worlds largest financial institutions.
How much funding has Pontera raised?
Pontera has raised $171.8M in total funding across 7 rounds. The company is currently at the C stage. Key investors include ICONIQ Growth, Lightspeed Venture Partners, Blumberg Capital.
Who founded Pontera?
Pontera was founded in 2012 by Uri Levine (Co-founder & Chairman), Yoav Zurel (Co-founder & CEO), David Weisz (Co-founder).
What sector is Pontera in?
Pontera operates in Fintech & Insurtech, Personal Finance Management, Trading & Investing, with core technologies in Data Storage, CDN, Platforms & Interfaces, Artificial Intelligence, Machine Learning. Target customers: Financial Services, Financial Institutions, Brokerage, Investment & Portfolio Management, Fund Management, Financial Products.
Where is Pontera located?
Pontera is based in Maskit 22, Herzliya, Israel, Center District. The company also has offices abroad.