Pontera
Formerly FeeX
Active Management Solution for Held Away Accounts
Startup C Fintech & Insurtech Est. 2012
Total Raised
$171.8M
C
Last Round
$60M
7 rounds
Investors
9
9 public
Team
4
201-500 employees
Confidence
100/100
News
13
articles
Patents
1
About
Pontera provides technology that allows financial advisors to manage held away accounts on behalf of their clients as part of their overall portfolio without taking custody of the accounts, enabling advisors and investors to work together on a personalized, holistic plan. Pontera serves thousands of financial advisors from all types of advisory practices, ranging from single-person advisory firms to some of the worlds largest financial institutions.
Classification
Sector
Fintech & InsurtechPersonal Finance ManagementTrading & Investing
Core Technology
Data StorageCDNPlatforms & InterfacesArtificial IntelligenceMachine Learning
Target Customer
Financial ServicesFinancial InstitutionsBrokerageInvestment & Portfolio ManagementFund ManagementFinancial Products
Business Model
B2B2CB2B
Tags
investmentspersonal-financeprice-comparisonfintechinsurtechtrading-and-investing
Funding & Events
Sep 2015
Convertible Debt $2.8M
Collaborative Fund, Vikram S. Pandit
Nov 2021
B Round $70M
Lightspeed Venture Partners (Lead), Blumberg Capital, Hanaco Ventures, Hyperwise Ventures, The Founders Kitchen
May 2020
Seed $8.5M
Lightspeed Venture Partners (Lead), Hyperwise Ventures
Jan 2021
A Round $21M
Lightspeed Venture Partners (Lead), Hyperwise Ventures
Dec 2023
C Round $60M
ICONIQ Growth (Lead), Lightspeed Venture Partners, Blumberg Capital
Aug 2014
B Round $6.5M
Horizons Ventures, Blumberg Capital
Aug 2013
A Round $3M
Blumberg Capital
News (13)
Dec 7, 2023 · www.reuters.com
Fintech startup Pontera raises $60 mln, plans more hiring in Israel
Feb 23, 2022 · www.calcalistech.com
growth-positive
Fintech company Pontera raises $45 million, changes name from FeeX CTech
InvestmentExpand
Jul 22, 2019 · www.cnbc.com
growth-negative
Here's what the average American typically pays in 401(k) fees
Customers
May 23, 2019 · thecollegeinvestor.com
Growth-Positive
FeeX Review: How To Pay Less In Investment Fees With FeeX
AcquisitionCustomers
Mar 6, 2019 · members.napfa.org
growth-positive
Events Detail
PartnersCustomers
FeeX 401(k) Fee Calculator Helps Break Down 401(k) Plan Costs - Ticker Tape
Jul 11, 2017 · www.prnewswire.com
growth-positive
FeeX Launches New Product to Help Financial Advisors Comply With the New Department of Labor Fiduciary Rule Regarding 401k Rollovers and IRA Transfers
Partners
Jul 6, 2016 · www.futuresmag.com
FeeX: Helping people retire better Futures
Jun 2, 2016 · www.businesswire.com
FeeX Named Most Disruptive Fintech Startup
Sep 8, 2015 · techcrunch.com
growth-positive
FeeX, Which IDs Hidden Fees In Financial Products, Scores $2.75M In Fresh Funding
InvestmentExpand
Aug 7, 2015 · lifehacker.com
growth-positive
FeeX's Rollover Center Helps You Decide What to Do With an Old 401(k)
Customers
Aug 21, 2014 · techcrunch.com
growth-positive
FeeX Raises $6.5M Series B To Identify Hidden Fees In Users' Retirement Accounts
InvestmentPartners
Mar 27, 2013 · venturebeat.com
growth-positive
Waze cofounder raises $3M for FeeX, the 'Robin Hood' of financial fees
Investment
Details
Product Stage
Released
Employees
201-500
Exact Count
342
District
Center District
Founded
2012
Registrar
514814672
Crunchbase
feex
Locations
Maskit 22, Herzliya, Israel
111 W 33rd St, New York, NY 10120, USA
Links
Website
LinkedIn
Twitter
Facebook
Careers
Admin
Last Update
Sep 7, 2024
Claimed
Yes
Missing
markets
Team (4)
Uri Levine
Co-founder & Chairman
Founder
Yoav Zurel
Co-founder & CEO
Founder
David Weisz
Co-founder
Founder
Eyal Halami
CTO
Internal
Created by
David Weisz (daweisz@gmail.com)
Created
2014-04-09T00:00:00.000Z
Last editor
Jenny Sotnik-Talisman (jenny.sotnik@sncentral.org)