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Pontera Solutions Inc., based in New York, sells software that lets financial advisors manage clients' retirement accounts.
Founded in 2012 and headquartered in New York, US, Pontera Solutions Inc. offers a platform that lets financial advisors monitor, rebalance and optimize held-away retirement accounts such as 401(k)s and 403(b)s. Advisors pay annual or monthly subscription fees. In December 2023 the company raised USD 60.00 mn, led by ICONIQ Capital, with participation from Blumberg Capital and Lightspeed Venture Partners.
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