Pontera (Finance) — Funding, Investors & Signals 2026

Pontera

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.

Founded 2012

New York, United States 296 employees Venture round Total: $159.30M Finance, Financial Services +2

Pontera is a fintech startup based in the United States that aims to revolutionize the way Americans save for retirement. Founded in 2012, the company's slogan "Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor" reflects its dedication to empowering individuals to make informed decisions about their 401(k) and other retirement accounts. The platform enables financial advisors to manage assets in held-away accounts securely and compliantly, streamlining the process and ultimately improving clients' financial outcomes. With a recent $60.00M Venture Round investment in December 2023 backed by prominent investors including Blumberg Capital, Lightspeed Venture Partners, Hanaco Ventures, Collaborative Fund, Iconiq Growth, and The Founders Kitchen, Pontera is poised for growth and poised to make a significant impact in the Financial Services, Fintech, and Internet industries. Learn more about Pontera at pontera.com.

Funding Stage	Amount	Investors	Lead Investors	Date
Venture Round	$60.00M	6	Blumberg Capital, Lightspeed Venture Partners +4	07 Dec 2023
Funding Round	$45.10M	5	Blumberg Capital, Lightspeed Venture Partners +3	01 Nov 2021
Funding Round	$26.00M	5	Blumberg Capital, Lightspeed Venture Partners +3	01 Feb 2021
Funding Round	$8.20M	5	Blumberg Capital, Lightspeed Venture Partners +3	01 May 2020
Funding Round	$2.30M	2	ThirdStream Partners, The Founders Kitchen	01 Jul 2019
Funding Round	$7.20M	2	Collaborative Fund, Horizons Ventures	01 Oct 2016
Funding Round	$7.50M	2	Blumberg Capital, Horizons Ventures	01 Aug 2014
Funding Round	$3.00M	-		01 Aug 2013

Funding Stage

Amount

Investors

Lead Investors

Date

Venture Round

$60.00M

Blumberg Capital, Lightspeed Venture Partners +4

07 Dec 2023

Funding Round

$45.10M

Blumberg Capital, Lightspeed Venture Partners +3

01 Nov 2021

Funding Round

$26.00M

Blumberg Capital, Lightspeed Venture Partners +3

01 Feb 2021

Funding Round

$8.20M

Blumberg Capital, Lightspeed Venture Partners +3

01 May 2020

Funding Round

$2.30M

ThirdStream Partners, The Founders Kitchen

01 Jul 2019

Funding Round

$7.20M

Collaborative Fund, Horizons Ventures

01 Oct 2016

Funding Round

$7.50M

Blumberg Capital, Horizons Ventures

01 Aug 2014

Funding Round

$3.00M

01 Aug 2013

FAQ About Pontera

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.

Pontera was founded in 2012.

Pontera is headquartered in New York, United States.

Pontera operates in Finance, Financial Services, Fintech and Internet. Its work centres on Retirement Savings, Financial Advisory, 401(k) and Wealth Management.

Pontera has approximately 296 employees.

Pontera has completed 8 funding rounds, raising a total of $159.30M. The latest funding stage is Venture round.

Top alternatives and competitors to Pontera include PACIFIC CAPITAL, Total Wealth Advisors, LLC, Pigtie, Bragg Financial, Nitrogen. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Pontera and PACIFIC CAPITAL are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Pontera

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Funding Rounds & Investors (8)

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