Pontera Stock
Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.
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About Pontera Stock
Provider of financial services intended for wealth management. The company's solutions include held away account trading & management, fee analyzer, a white-labeled software for acquiring customers as well as rollover compliance for evaluating rollovers, enabling advisors to see, trade, and manage assets in 401k, 403b, 529, and other held away accounts and offer a comprehensive, holistic service to their end clients.
Investors
Collaborative Fund
Lyft, Reddit, Eat Just, Scopely, Procore Technologies, Getaround, WHOOP, Tala, Earnest, Outschool
Lightspeed Venture Partners
Snap, OYO, AppDynamics, TripActions, Faire, Affirm, Netskope, LivingSocial, Weee!, ThoughtSpot
Funding History
| August 2013 | $3.0M |
|---|---|
| August 2014 | $7.5M |
| October 2016 | $7.2M |
| July 2019 | $2.3M |
| May 2020 | $8.2M |
| February 2021 | $26.0M |
| November 2021 | $45.1M |
Management
Founder
Uri Levine
Co-Founder & Chairman
Uri Levine
Co-Founder, CTO
Eyal Halahmi
Co-Founder & CEO
Yoav Zurel
VP, Business Development
David Goldman
Co-Founder, Chief Product Officer
David Weisz
Chairman
Uri Levine
Press
prnewswire - Jul, 20 2023
Founders Financial and Pontera Partner to Positively Impact Retirement Outcomes for Clients Servedbuff - May, 17 2023
SignatureFD adds Pontera platform to grow 401(k) businessbusinesswire - Apr, 25 2023
Better Wealth Management for Everyone: OneDigital Chooses Pontera to Help Clients with Their 401(k)sbusinesswire - Mar, 28 2023
Lion Street Adds Pontera as a Strategic National Partner to Deliver 401(k) Management to Seasoned Professionals Across the USbusinesswire - Feb, 24 2023
Benjamin F. Edwards Partners with Pontera to Enhance Its Approach to Providing Tailored Wealth Managementbusinesswire - Feb, 24 2023
Pontera Announces Integration with Envestnet, Incorporating Its 401(k) Management Capabilities Into Envestnet’s Ecosystembit - Aug, 20 2022
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apexbusinesswire - Jul, 26 2022
GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platformyahoo - Jul, 26 2022
GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platformprnewswire - May, 27 2022
Wealthcare Adds Partnership with Pontera to its Platformow - Apr, 21 2022
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assetsow - Feb, 25 2022
Pontera Plans to Grow Its Team After Gaining $80Mbit - Feb, 25 2022
FeeX Changes Name to Pontera, Receives $80 Million in New Investmentjewishbusinessnews - Feb, 24 2022
Israel’s Pontera/FeeX Raises $80 Millionvcnewsdaily - Feb, 24 2022
Pontera Secures $80Mnews - Feb, 23 2022
Retirement Planning Tools See Plentiful Fundingbit - Oct, 24 2021
FeeX gets more business from RIAs for 401(k) servicefintechfutures - Aug, 5 2021
Dynamic Advisor Solutions Partners with FeeX to Actively Manage Held-Away Accountsshar - May, 5 2021
Orion Teams With FeeX For Management of Held-Away Assetstinyurl - Apr, 2 2021
VC Fast Pitch Investor Paneleconomictimes - Mar, 25 2021
Zoomcar appoints Uri Levine as chairman of its boardstrictlyvc - Feb, 17 2017
StrictlyVC: September 9, 2015pymnts - Jan, 23 2017
FinTechs Create Group To Access Banking Dataventurebeat - Nov, 1 2016
FinTech v. traditional banking: It’s not a zero-sum gameillawarramercury - Oct, 26 2016
Our inventors and innovators must have the courage to fail in a troubled worldbusinesswire - Jun, 20 2016
FeeX Named Most Disruptive Fintech Startupbusinesswire - Mar, 30 2016
FeeX Unveils Innovative Comparison Feature to Help People Retire Richerblog - Mar, 24 2016
GMIC Tel-Aviv 2016 Know Your Speakers: Jon Medved, CEO, OurCrowdTechCrunch - Jan, 18 2016
Wealthfront Launches Portfolio Review, An Advisory Tool For Avoiding Fees And Maximizing SavingsTechCrunch - Jan, 8 2016
Israel’s Flourishing Fintech Has Many Fathersprnewswire - Dec, 1 2015
Earnix Concludes Its Fourth Annual Financial Industry Summitbusinesswireindia - Nov, 7 2015
CARTES SECURE CONNEXIONS Welcomes Uri Levine at the Opening SummitTechCrunch - Oct, 27 2014
Waze Co-Founder Uri Levine Will Tell TechCrunch Disrupt London Why He Ditched Google | TechCrunchTechCrunch - Aug, 22 2014
FeeX Raises $6.5M Series B To Identify Hidden Fees In Users’ Retirement Accounts | TechCrunchbizjournals - Aug, 21 2014
Hong Kong tycoon backs FeeX, a startup that targets your investment fees for destruction - New York Business Journallifehacker - Aug, 21 2014
What Should I Do With My Old, Orphaned 401(k)s?lifehacker - Aug, 21 2014
FeeX Exposes Hidden Fees in Your 401(k) or Other Retirement Planmoney - Aug, 21 2014
5 big retirement mistakesbenefitspro - Aug, 21 2014
‘Robin Hood’ of fees takes aim at 401(k)sthestreet - Aug, 21 2014
What You're Paying For Financial Fees -- and How To Avoid Themfinancialsoft - Aug, 21 2014
Feex Puts More Money into Your Retirement or Investment Portfoliolifehacker - Aug, 21 2014
FeeX Exposes the Hidden Fees that Eat Up Your Retirement Savingsvideo - Aug, 21 2014
‘Robin Hood’ of fees guards investorsfinance - Aug, 21 2014
This new tool tells you exactly how much damage fees are doing to your nest eggbloomberg - Mar, 25 2014
Waze Co-Founder Skips Google to Try Startup World Againventurebeat - Mar, 25 2014
FeeX launches in the U.S. to be the ‘Waze of retirement fund planning’EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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