Pontera
Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
About
Pontera (formerly FeeX) provides a platform for financial advisors to securely and compliantly manage, report on, and trade their clients' held-away retirement and investment accounts, including 401(k)s, 403(b)s, and HSAs. The platform integrates with existing advisor technology to help clients optimize their financial planning. Teams look it up for Fintech, Advisory, Wealth Management.
Frequently asked
What does Pontera do?
Pontera is a Fintech company that offers Software. Teams look it up for Advisory, Wealth Management, Financial Advisory. It is based in New York, United States and was founded in 2012. It was formerly known as FeeX. Public records show about 281 people and $152M raised. Compare it on funding, headcount, reviews and nearby alternatives rather than the marketing line alone.
How much funding has Pontera raised?
Pontera has raised a total of $152M in funding. The most recent round on record is Series G.
Where is Pontera headquartered?
Pontera is headquartered in New York, United States.
When was Pontera founded?
Pontera was founded in 2012.
What industry does Pontera operate in?
Pontera operates in Fintech, Advisory, Wealth Management, Financial Advisory, Retirement Planning.
How many employees does Pontera have?
Pontera has approximately 281 people on record.
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“My fidelity advisor who I’ve been working with for ten years has asked me to sign something that will give him access to my work sponsored TIAA-CREF plan. I’m fine with this in theory because he’s managed my other $ well, but when I look up…”
View on Reddit“Fidelity has started such trouble here. I love the functionality of Pontera and now we're getting heat to drop it entirely. Are other advisors planning to stop using it?”
View on Reddit“Hello - Has anyone tried using Pontera for heldaway investment accounts? I know Fidelity, for example, doesn't let advisors get added with a limited trading authority on a client account if you are an advisor unless you custody assets with…”
View on Reddit“Does anyone manage outside 401ks or have an alternative to pontera? Pricing strikes me as excessive but then again, I can’t find any alternatives Any info you have would be great”
View on Reddit“My firm just introduced this service which allows advisors to manage clients 401ks discretionarily for a fee. Curious if anyone else has any thoughts on it. I currently review my clients plans and advise them on allocations as part of our s…”
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