Pontera
PrivateLast Round
Early Funding
Dec 7, 2023
Est. Valuation
$550M
Total Funding Raised
$174.5M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Pontera is a financial software company that provides a platform for financial advisors to securely manage, balance, and report on their clients' held-away retirement accounts, such as 401(k)s and 403(b)s.
Sector
FinTech
Verticals
Wealth Management, RegTech, Investment Platforms, Vertical SaaS, Financial Data
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Pontera Comparables
Compare Pontera with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Future Capital | 85% | |
| Pello Companies | 76% | |
| Orion Advisor Solutions | 70% | |
Pontera Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Dec 7, 2023 | ||||
| Early Funding | Nov 1, 2023 | ||||
| Series C | Feb 23, 2022 | ||||
| VC Round | Sep 8, 2015 | ||||
| Series B | Aug 21, 2014 | ||||
Series A | Aug 28, 2013 |
Key People
Founding team and executive leadership
Pontera Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Horizons Ventures | Series B |
| Hanaco VC | VC Round, Early Funding, Series C |
| Blumberg Capital | VC Round, Early Funding, Series B, Series C, Series A |
| ICONIQ Growth | Early Funding |
| Hyperwise Ventures | VC Round, Series C |
| Collaborative Fund | Early Funding, VC Round |
| The Founders Kitchen | VC Round, Early Funding, Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors increased 40% MoM, reaching 58.7K.
- May 9, 2025
Kris Beck appointed as Chief Legal Officer.
Pontera Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Pontera's valuation, stock price, and market status.