Pontera Secures $80M in Funding
Summary
Pontera (fka FeeX), a NYC-based financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, raised $80m across three recent funding rounds. The company intends to use the funds to continue to expand operations and its business reach. Led by co-founder and CEO Yoav Zurel, Pontera allows financial advisors to securely and compliantly manage their clients’ held away accounts, such as 401(k)s and 403(b)s, as part of their overall portfolio. In the last year, the company has announced integrations with a number of technology partners, including Orion Advisor Solutions, Advyzon, and others, enabling financial advisors to provide holistic service to their clients. In the past 12 months, Pontera announced a number of partnerships, including those with Carson Group, Priority Financial Group, Dynamic Advisor Solutions, and CoastalOne.
Funding
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