# Pontera

**Source:** https://www.startuphub.ai/startups/pontera
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** pontera
- **Website:** https://www.pontera.com
- **Location:** New York, United States
- **Founded:** 2012-01-20 00:00:00
- **Employees:** 281
- **Operating status:** Active
- **Total funding:** $152M
- **Sectors / tags:** Fintech, Advisory, Wealth Management, Financial Advisory, Retirement Planning, Investment Management, B2B SaaS, API Platform, Financial Software, Enterprise Software
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/pontera/

## Frequently asked

### 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 $80.0M (range $56.2M to $92.9M, 62% 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.

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