Pontera
Agent48Agent Readiness: 48/100. Above median. Measured by StartupHub.ai. Median 41.Trust89Data Trust: 89/100. Top 25%. Measured by StartupHub.ai. Median 61.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.
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Key facts
- Website
- pontera.com
- Headquarters
- New York, United States
- Founded
- 2012
- Employees
- 281
- Total funding
- $160M (Series G)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 7 Dec 2023 | Series G | $60M | $550M | ICONIQ Capital |
| 23 Feb 2022 | Series F | $45M | Lightspeed Venture Partners | |
| 9 Mar 2021 | Series E | $35M | Lightspeed Venture Partners | |
| 20 Oct 2020 | Series D | $8M | Lightspeed Venture Partners | |
| 9 Sept 2015 | Series C | $3M | Collaborative Fund | |
| 21 Aug 2014 | Series B | $7M | Horizons Ventures | |
| 28 Aug 2013 | Series A | $3M | Blumberg Capital |
Tech stack
Detected on pontera.com, last scanned 11 Oct 2026. Run your own scan
- Analytics
- Google Tag Manager
- Support
- Zendesk, HubSpot
- CMS / Builders
- Framer
- Email provider
- Google Workspace
- Email marketing
- Adobe Marketo, Salesforce Pardot
Pontera scores 52. Does yours?
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5 reviews from Reddit gathered in one place
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…
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?
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…
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
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…
Each quote is copied word for word and links to where it was posted. Promotion and off-topic posts are filtered out.
Frequently asked
Is Pontera trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Pontera is 89 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
How much funding has Pontera raised?
Pontera has raised a total of $160M in funding. The most recent round on record is Series G.
How many employees does Pontera have?
Pontera has approximately 281 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Pontera
