# Pontera

> Pontera is a New York fintech software company that connects financial advisors with clients’ workplace retirement accounts, including supported 401(k)s and 403(b)s. Its platform supports account analysis, rebalancing, monitoring, reporting integrations and supervision records while restricting advisors from withdrawing funds or seeing client passwords. Formerly FeeX, it has expanded into both advisor-managed and client-implemented advice workflows.

- **Founded:** 2012
- **Headquarters:** New York, United States
- **Founders:** Yoav Zurel (Co-founder and CEO), David Weisz (Co-founder and Chief Product Officer), Uri Levine (Co-founder and Chairman), Eyal Halahmi (Co-founder; founding CTO)
- **Products:** Pontera Platform, Bulk Rebalancing, Non-discretionary Advice Workflow, Portfolio management integrations
- **Notable:** 2023 Wealth Management Industry Award in the Technology Providers portfolio management, accounting and performance reporting category., 2023 FinTech Breakthrough Award for Best Retirement Management Platform., Company reported $160 million total funding at the December 2023 raise; current leadership page says more than $160 million.

## Products & services

- **Pontera Platform** — Software for supported held-away workplace retirement accounts: analysis, monitoring, rebalancing, portfolio-reporting integrations and auditable advisor activity. Advisors cannot view client credentials or withdraw funds. The order-management product was launched in 2018 according to the naming agency’s account.
- **Bulk Rebalancing** — Groups select eligible accounts within the same workplace plan for portfolio assignment, order review, grouped submission and result tracking.
- **Non-discretionary Advice Workflow** — Read-only advice mode with structured recommendations, guided client implementation, reminders, confirmations and home-office oversight; neither advisor nor Pontera implements the rebalance in this mode.
- **Portfolio management integrations** — Connections with platforms including Orion, SS&C Black Diamond, Envestnet Tamarac and others support consolidated reporting, billing and selected rebalancing workflows.

## Achievements

- 2023 Wealth Management Industry Award in the Technology Providers portfolio management, accounting and performance reporting category.
- 2023 FinTech Breakthrough Award for Best Retirement Management Platform.
- Company reported $160 million total funding at the December 2023 raise; current leadership page says more than $160 million.
- SOC 2 Type II attestation and ISO/IEC 27001:2022 certification reported on its security site.

## Latest updates

- **2026-04** — Orion and Pontera expanded their integration to bring workplace retirement accounts into Orion Eclipse rebalancing workflows.
- **2026-06** — Pontera publicized collaboration with Aspen Financial Security Program on retirement-advice infrastructure; Aspen published its associated brief in May.
- **2026-07** — Pontera’s news page reported launch coverage for Bulk Rebalancing on July 27.
- **2026-09** — September 15 blog introduced the non-discretionary advice model. The homepage says the workflow is live, while the landing page retains waitlist language; availability should be checked with the company.

## Links

- Website: https://www.pontera.com/
- LinkedIn: https://www.linkedin.com/company/pontera/
- Twitter/X: https://x.com/Pontera
- YouTube: https://www.youtube.com/@PonteraSolutions
- Facebook: https://www.facebook.com/feexusa

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Profile page: https://yespress.io/pontera
Published by YesPress — https://yespress.io
Last updated: 2026-10-01