Pontera
PrivateLast Round
Early Funding
Dec 7, 2023
Est. Valuation
$550M
Total Funding Raised
$114.5M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Pontera operates in FinTech and is based in New York City, New York. Its latest recorded funding round was an Early Funding round in December 2023.
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, Investment Platforms, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
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% | |
| Absolute Capital Management, LLC | 79% | |
| GeoWealth | 75% |
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Pontera Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Dec 7, 2023 | ||||
| Series C | Feb 23, 2022 | ||||
| VC Round | Sep 8, 2015 | ||||
| Series B | Aug 21, 2014 | ||||
| Series A | Aug 28, 2013 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Recent news
Latest coverage and updates
- launchesAug 19, 2026
Pontera Solutions Inc. announces a non-discretionary held-away asset view that lets advisors see 401(k) accounts and guide recommendations while clients implement them, with a launch planned for Sep '26 and an advisor waitlist.
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Pontera Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Pontera's valuation, stock price, and market status.
Is Pontera a public or private company?
Pontera is a private company.
What is the current stock price of Pontera?
Pontera is a private company, so its shares have no public market price. Caplight tracks Pontera's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Pontera worth (valuation)?
Pontera's valuation is estimated at $550.0M based on funding round data.
Can I buy Pontera stock?
Pontera shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Pontera's last funding round?
Pontera's most recent funding round was Early Funding on December 7, 2023.
Who are the main investors in Pontera?
Key investors in Pontera include Horizons Ventures, Blumberg Capital, ICONIQ Growth, Collaborative Fund, Lightspeed Venture Partners.
Will Pontera IPO soon?
No public IPO plans have been announced for Pontera.
How can I track Pontera secondary market activity?
Caplight tracks bids, offers, and trades in Pontera's shares on secondary markets.