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 management firm SignatureFD, which serves more than 1,600 …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 such as …See details»
Pontera - LinkedIn
Pontera | 39,084 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»
FeeX Renames Itself To Pontera, Focusing On Advisors - Wealth …
Feb 23, 2022 Pontera received investments from Lightspeed Venture Partners, which led funding efforts, alongside The Founders Kitchen, Hanaco Ventures, Hyperwise Ventures and …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»
FinTech FeeX Secures $80M in New Investment, Changes Name to …
Feb 23, 2022 About Pontera 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, …See details»
Pontera Raises $60 Million to Help US Workers Retire Better
Dec 7, 2023 Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors, has secured $60 …See details»
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their ...
May 14, 2024 Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, is pleased to announce the …See details»
Pontera Raises $60M Led By INCONIQ Growth | Wealth …
Dec 8, 2023 Pontera, the technology provider known for providing secure tools for managing held away assets in 401(k)s, 403(b)s and HSAs, announced this week it raised an additional …See details»
Fintech startup Pontera raises $60 million at $550 million valuation
Dec 7, 2023 Under this new model Pontera has increased its workforce to 220 employees, 65% of which are based in Israel. Pontera's CEO Yoav Zurel oversees operations from New York. …See details»
Pontera Raises $60 Million to Help US Workers Retire Better - PR …
Dec 7, 2023 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 …See details»
Pontera
Pontera is a platform that helps financial advisors manage held away accounts and improve retirement planning.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 and Oppenheimer logos. Oppenheimer, a unit of Oppenheimer Holdings (NYSE: OPY), was founded in 1881 and today is one of the largest U.S. broker-dealers with …See details»
Pontera and AdvisorEngine Integration to Streamline Holistic 401(k ...
Mar 5, 2024 Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on assets in held-away …See details»
Integrations - Pontera
The data feed between Pontera and Orion gives Orion users visibility into client held away assets for management, reporting, and billing. Pontera's integration with BNY Mellon Pershing X's …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»
Recruitment scams warning - info.pontera.com
If you receive outreach from a recruiting professional outside of Pontera’s organization, please verify that their email domain is connected to a legitimate recruitment agency website. If you’re …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»