PONTERA
Pontera, formerly FeeX, bridges the gap between a better retirement and financial advisors by allowing them to manage and trade their clients' held away accounts. Its goal is to help people retire with more wealth and financial security. The company, which was founded in 2012, works with RIAs, Broker-Dealers, and some of the country's largest financial institutions.
PONTERA
Industry:
Crowdsourcing Financial Services FinTech Internet Personal Finance Software
Founded:
2012-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.pontera.com
Total Employee:
101+
Status:
Active
Contact:
+1 646 760 9726
Email Addresses:
[email protected]
Total Funding:
159.3 M USD
Technology used in webpage:
Domain Not Resolving Apple Mobile Web Clips Icon Google Maps LetsEncrypt HSTS Gravatar Profiles U.S. Server Location Cloudflare Ruby On Rails Token Amazon CloudFront
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Current Advisors List
Current Employees Featured
Founder
Investors List
The Founders Kitchen
The Founders Kitchen investment in Venture Round - Pontera
Collaborative Fund
Collaborative Fund investment in Venture Round - Pontera
Lightspeed Venture Partners
Lightspeed Venture Partners investment in Venture Round - Pontera
Blumberg Capital
Blumberg Capital investment in Venture Round - Pontera
Hanaco Venture Capital
Hanaco Venture Capital investment in Venture Round - Pontera
ICONIQ Growth
ICONIQ Growth investment in Venture Round - Pontera
Blumberg Capital
Blumberg Capital investment in Funding Round - Pontera
Hyperwise Ventures
Hyperwise Ventures investment in Funding Round - Pontera
Lightspeed Venture Partners
Lightspeed Venture Partners investment in Funding Round - Pontera
The Founders Kitchen
The Founders Kitchen investment in Funding Round - Pontera
Official Site Inspections
http://www.pontera.com Semrush global rank: 1.38 M Semrush visits lastest month: 18.65 K
- Host name: 199.60.103.109
- IP address: 199.60.103.109
- Location: Canada
- Latitude: 43.6319
- Longitude: -79.3716
- Timezone: America/Toronto
More informations about "Pontera"
About Us - Pontera
05 / 16 / 2023. SignatureFD and Pontera Partner to Help More Retirement Savers Find Their Net Worthwhile. Pontera has announced a partnership with Atlanta-based wealth …See details»
Careers - Pontera
Pontera was founded in 2012 with the mission of helping individuals retire with greater wealth and financial security. We put retirement savers at the heart of everything we do. Our mission is to help people retire better, and this …See details»
Pontera - Crunchbase Company Profile & Funding
Pontera enables financial advisors to manage their clients' 401(k) accounts, including trading and rebalancing, without taking custody of the accounts. Holistic Financial Planning Pontera integrates various retirement accounts …See details»
Pontera - LinkedIn
Pontera | 40,026 followers on LinkedIn. Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor. | Pontera is a fintech company on a mission …See details»
Pontera Company Profile | Management and Employees List
Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their acco unts. The platform is designed to …See details»
Pontera Company Profile 2024: Valuation, Funding
Pontera General Information Description. Developer of a fintech platform designed to be the bridge to better wealth management. The company's platform works across the vast majority of retirement plans and seamlessly …See details»
Pontera Company Profile - Office Locations, Competitors ... - Craft
Pontera (also known as Pontera Solutions, formerly known as FeeX) is a company that specializes in financial and investment advice solutions. It develops a platform that allows …See details»
Pontera
Pontera is a platform that helps financial advisors manage held away accounts and improve retirement planning.See details»
Pontera: Culture - LinkedIn
Pontera | 39,487 followers on LinkedIn. Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor. | Pontera is a fintech company on a mission to help ...See details»
Pontera - VentureRadar
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to analyze, rebalance, and report on workplace retirement account assets, …See details»
Pontera - Contacts, Employees, Board Members, Advisors & Alumni
Organization. Pontera . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. Highlights. Employee Profiles 5. Number of Board …See details»
Pontera lands another 401(k) partnership with Hightower Advisors
4 days ago The partnership with Pontera puts Hightower in league with a relatively small but growing circle of wealth firms exploring the 401(k) opportunity, including broker-dealer giant …See details»
How It Works - Pontera
Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information …See details»
Pontera and Hightower to deliver enhanced financial advice …
4 days ago Pontera™, the fintech company helping retirement savers receive 401(k) account management from their chosen financial advisor, and Hightower Advisors, one of the country's …See details»
Pontera and Independent Advisor Alliance partner to help its …
Dec 10, 2024 Pontera™, the fintech company enabling retirement savers to receive personalized 401(k) management from their financial advisor, has formed a partnership with …See details»
Why Held-Away Asset Management Technology Is Being …
Aug 28, 2024 Pontera's method of logging into the client's 401(k) plan account on their behalf and automatically pushing the buttons to execute rebalancing trades is reminiscent of the …See details»
Pontera and Oppenheimer partner to empower holistic wealth …
Nov 14, 2024 Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s ...See details»
Pontera Reviews: What Is It Like to Work At Pontera?
Pontera has an overall rating of 4.1 out of 5, based on over 57 reviews left anonymously by employees. 74% of employees would recommend working at Pontera to a friend and 68% …See details»
Pontera - Funding, Financials, Valuation & Investors - Crunchbase
Pontera is a fintech company that offers financial and investment advice services. Search Crunchbase. Start Free Trial . Chrome Extension. Solutions. Products. Resources. ... How …See details»
Pontera | For Retirement Savers
Pontera enables your financial advisor to proactively rebalance your accounts during market volatility, which can spell the difference between meeting your retirement goals or ultimately …See details»