Pontera

6 open NYC jobs

Pontera, formerly known as FeeX, is a fintech company based in New York City, founded in 2012. The company specializes in financial software and investment advice solutions, aiming to enhance retirement outcomes for Americans. Pontera acts as a secure bridge between financial advisors and their clients' retirement assets, allowing advisors to manage, trade, and report on various retirement accounts, including 401(k)s and 403(b)s.

The flagship offering is the Pontera Platform, which provides unified account management, visibility into held-away accounts, automated rebalancing, and comprehensive reporting. The platform is designed for financial advisors, including registered investment advisors and independent broker-dealers, as well as employers and individual retirement savers. Pontera is committed to data security and compliance, being SOC 2 compliant, and ensures that clients maintain control over their accounts. With approximately $220 million in funding and a dedicated team, Pontera continues to innovate in the financial software sector.

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