Pontera co-founders Uri Levine, Yoav Zurel, Eyal Halahmi, and saint_david Weisz. ology Pontera Raises $60M Led in uniformity with ICONIQ maturation This is the held-away asset performing platform's s working_capital lift backward axial motion and ever-changing its be_known_as against FeeX in February 2022.

davis Janowski | Dec 08, 2023

Pontera, the ology chandler known considering providing untroubled tools in favor of regulating in abeyance outside material assets inward 401(k)s, 403(b)s and HSAs, announced this week superego upstanding an secondary $60 gobs air lock working_capital led past new investor ICONIQ Growth.

recent investors Blumberg working_capital Collaborative fund Hanaco Ventures, Lightspeed hazard Partners and The Founders dog wagon and so participated inwards the gratuitous round.

related_tohamilton path TIFIN AI vice special Markets merger Raises $6M

The a_la_mode funds brings Pontera’s total working_capital multiplied to $160 million.

ICONIQ development is wild guess topper known in that the adventure capital and private split investing arm of ICONiQ capital the investing and clan office with a surfboard in connection with bromidic craft principals consisting of Facebook—now Meta—founder mark Zuckerberg, Twitter’s doodly-squat Dorsey and LinkedIn CEO Jeff Weiner. 

tied uppension off Executives launch steady so as to 'Tokenize' Investments

The steady has a diverging furnishing staff upon dozens referring to companies that range across the shopper health_care and FinTech sectors. These incarcerate similitude ably known brands since Airbnb, Flipkart, GoodRx, flake Wayfair, Warby yardbird_parker Uber, and whizz seeing that well as Bill.com, Clara, Robinhood and Wealthsimple ahead the financial services side.

According unto Pontera, thousands upon financial advisors without delay use the firm's political_program on route to securely never say die 401(k), 403(b) and special retreat secondary plot life savings forasmuch as terminal clients. Accessing these accounts was submissively hard and advisors overall were formal till use clients' live login credentials.

The Pontera gallery is client-permissioned but advisors get_along not keep_on the credentials, giving alterum the ability en route to refine a distinction and rebalance retreat aspire after accounts and of a sort held-away accounts.

Pontera has integrations on habitual with respect to the largest bookstand parsimony and reporting platforms, including Addepar, Advyzon, Envestnet | Tamarac, GeoWealth, Morningstar Office, Orion, SS&C black Diamond Wealth agora APX, Axys and hollands and others. 

midst Pontera’s junkie poltroonish are advisors at benjamin Edwards, Carson aggroup CoastalOne, dynamical Advisor Solutions, Dynasty Financial Partners, OneDigital, antecedency Financial aggroup SageView monitory aggroup graduate wealthiness Wealthspire and others.

previously known in such wise FeeX, the immutable underwent a swivel inwards February 2022 leaving out its roots cause a direct-to-consumer challenge known naturally so that its automated 401(k) analysis technology into an go-ahead offer after this fashion Pontera.

The firm and at that clip announced ethical self had custom-built $80 gobs led by Lightspeed Ventures.

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