Pontera is a fintech company that enables financial advisors to securely and compliantly manage their clients' held-away retirement accounts, such as 401(k)s. Formerly FeeX, the platform helps millions of Americans retire better by bridging the gap between savers and professional financial guidance.
- Category
- Wealth Management
- Stage
- Series C
- Employees
- 319
- HQ
- New York, United States
- Founded
- 2012
- Funding
- $160M