Pontera
About
Pontera (formerly FeeX) is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012 as FeeX, Pontera is headquartered in New York City.
Technology stack
detected 2026-06-13Est. monthly stack spend~$1,470/mo
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Frequently asked
What does Pontera do?
Pontera (formerly FeeX) is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012 as FeeX, Pontera is headquartered in New York City. (formerly FeeX.)
How much funding has Pontera raised?
Pontera has raised a total of $152M in funding. The most recent round on record is Series G.
When was Pontera founded?
Pontera was founded in 2012.
What industry does Pontera operate in?
Pontera operates in Fintech, Advisory, Wealth Management.
How many employees does Pontera have?
Pontera has approximately 296 people on record.