Fundz

Pontera Raises $60 Million To Help Us Workers Retire Better

PRIVATEDec 07, 2023

Amount Raised

$60 Million

Round Type

Funding Round

New YorkFinancial ServicesFintechLending

Investors

The Founders KitchenLightspeed Venture PartnersHanaco VenturesCollaborative FundBlumberg CapitalPonteraICONIQ Growth

Description

Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors, has secured $60 million in a funding round led by ICONIQ Growth. This investment raises Pontera's total funding to $160 million, reinforcing its commitment to address the widespread neglect of workplace retirement accounts held by 85 million Americans—a critical element of the U.S. retirement crisis.

Quick answer

Pontera raised $60 Million in a Funding Round round, dated December 7, 2023. Investors: The Founders Kitchen, Lightspeed Venture Partners, Hanaco Ventures, Collaborative Fund, Blumberg Capital, Pontera and ICONIQ Growth. Pontera is based in New York, New York, United States.

How much did Pontera raise?
Pontera raised $60 Million in a Funding Round round on December 7, 2023.
Who invested in Pontera?
The Founders Kitchen, Lightspeed Venture Partners, Hanaco Ventures, Collaborative Fund, Blumberg Capital, Pontera and ICONIQ Growth are named as investors in this round.
What does Pontera do?
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to analyze, rebalance, and report on workplace retirement account assets, including 401(k)s, 403(b)s..
Where is Pontera based and how big is it?
Pontera is based in New York, New York, United States. Fundz records about 310 employees.
Who are the decision-makers at Pontera?
Fundz holds 1 contact at Pontera. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Pontera that raised within 45 days of this round, from Fundz verified event records.

  • Nakamoto raised $444K (Seed) on December 28, 2023.
  • Kapital raised $125M (Debt Financing) on December 14, 2023.
  • Aye Finance raised $37M on December 13, 2023.
  • Lendo raised $28M (Series B) on December 10, 2023.
  • Ellipsis Labs raised $23M on December 6, 2023.
  • FrontEdge raised $10M on November 22, 2023.

Who to call at Pontera, and when

A new round usually means Pontera is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Pontera raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Pontera, from your own LinkedIn network

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Company Information

Company

Pontera

Location

New York, New York, United States

About

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to analyze, rebalance, and report on workplace retirement account assets, including 401(k)s, 403(b)s and more. The platform is designed to work across the vast majority of retirement plans and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes.

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Pontera raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.