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.
Tags
Total Employees
234
Current headcount
Performance
Company Timeline
No timeline data for this period
Score Breakdown
69Traction
60Team
60Visibility
28Profile
70Community
15Discussion (0)
Join the discussion
No comments yet. Be the first to share your thoughts!
Frequently Asked Questions
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 234 people on record.