Pontera
Pontera69
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
What does Pontera do?
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. (formerly FeeX.)
What is Pontera's revenue?
StartupHub estimates Pontera's annual revenue at $84.1M (range $62.4M to $98.7M, 63% confidence), based on comparable companies in the sector.
What is Pontera's valuation?
StartupHub estimates Pontera's effective valuation at $428.7M (range $300.1M to $557.4M, 31% confidence), based on comparable companies in the sector.
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, Investment Management.
How many employees does Pontera have?
Pontera has approximately 281 people on record.
“These are the two services I'm aware of in the space of allowing us to manage 401ks for clients and recieve a fee. Which is best and what are the pros vs cons and the best platform from people already using one of these services?”
View on Reddit“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…”
View on RedditSome comments are pulled from public discussions around the web (look for the source icon). Quotes are excerpts; click through to read the full thread.