- Founded
- 2012
- Stage
- Series B
- Invested
- 2020
- Status
- Private
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.