Last updated 2026-07-26
- Raised $60M C Round Extension led by ICONIQ Growth, Dec 2023
- Raised $45M C Round Extension led by Lightspeed Venture Partners, Feb 2022
- Raised $27M C Round Extension led by Lightspeed Venture Partners, Jan 2021
Total raised
$152.3M
Last: Undisclosed Round 2023-12
Stage
Series C
Founded
2012
Headcount
220
HQ
Herzliya, Israel
Sector
Fintech & Insurtech
About
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. The company's secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera was originally known as FeeX and initially developed a crowdsourcing financial intelligence platform to help reduce fees in investment or retirement accounts. In February 2022, the company rebranded to Pontera and refocused on providing software for financial advisors to manage workplace retirement accounts. Pontera has offices in Herzliya, Israel, and New York, with the majority of its employees based in Herzliya.
Funding history · 8 rounds · $152.3M total
8 events/rounds · $152.3M Total Funding: $149.5M in Private Equity, $2.8M in Debt
Dec 2023
Feb 2022
Jan 2021
May 2020
Sep 2015
Aug 2014
Aug 2013
Aug 2012
Headcount over time
220 employees (2026-09) · 1 point
Offices
Herzliya, Israel · HQ / main office
Show all offices (1 more)
- New York, United States
Q&A
- What is Pontera's primary business?
- Pontera is a fintech company that enables financial advisors to securely manage clients' workplace retirement accounts, such as 401(k)s and 403(b)s.
- When was Pontera founded and what was its original name?
- Pontera was founded in 2012 and was originally known as FeeX.
- When did Pontera rebrand and what was the focus of the rebranding?
- In February 2022, the company rebranded to Pontera and refocused on providing software for financial advisors to manage workplace retirement accounts.
- How much funding has Pontera raised in total?
- Pontera has raised a total of $171.8 million USD.
- Which investors participated in Pontera's December 2023 funding round?
- The December 2023 funding round included investments from Lightspeed Venture Partners.
- What is Pontera's employee count?
- Pontera has 201-500 employees.
- Where are Pontera's main offices located?
- Pontera has offices in Herzliya, Israel, and New York, United States, with the majority of employees based in Herzliya.
Team · 10
Yoav Zurel
Founder · CEO & Board Member
David Weisz
Founder · Chief Product Officer
Eyal Halahmi
Founder · Chief Technology Officer
Uri Levine
Founder · Co-Founder and Chairman
Ani Nagendra
Chief Financial Officer
Dave Goldman
Chief Business Officer
Noam Ravid
Chief Information Security Officer
Vicki Roan
Chief People Officer
Ali Jawin
Chief Marketing Officer
Kris Cheh Beck
Chief Legal Officer
Sectors & technology
Primary sector
Fintech & Insurtech
Sub-sectors
Fintech & InsurtechPersonal Finance ManagementTrading & Investing
Technologies
Data StorageCDNPlatforms & InterfacesArtificial IntelligenceMachine Learning
Target customers
Financial ServicesFinancial InstitutionsBrokerageInvestment & Portfolio ManagementFund ManagementFinancial Products
Business model
B2B2CB2B
Highlights
1 PatentsVerified
Tags
investmentspersonal-financeprice-comparisonfintechinsurtechtrading-and-investing
Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)
External links
| Website | pontera.com |
|---|---|
| linkedin.com/company/2711006 | |
| facebook.com/Ponterasolutions | |
| YouTube | youtube.com/user/FeeXUSA |
Identifiers & details
| Legal name | PONTERA LTD |
|---|---|
| Former names | FeeX |
| Founded | 2012 |
| Employees (exact) | 220 |
| Offices | New York |
Radar intelligence
Open jobs — greenhouse
| Total open | 3 |
|---|---|
| Remote | 0 |
| By department | Marketing (1), R&D (1), Business Development (1) |
| By location | New York, New York, United States (2), Herzliya, Tel Aviv District, Israel (1) |
| Title | Location | Department |
|---|---|---|
| Event Marketing Manager | New York, New York, United States | Marketing |
| Principal Security Architect - Enterprise & AI Security | Herzliya, Tel Aviv District, Israel | R&D |
| Customer Support Representative | New York, New York, United States | Business Development |
Publications (Crossref)
| Works | 1 |
|---|
App Store
| App | Rating | Ratings |
|---|---|---|
| Pontera Connect |
Web history (Wayback)
| Domain | pontera.com |
|---|
Certificate / subdomain footprint
| Subdomains | 42 |
|---|
Israeli Companies Registrar (רשם החברות / ICA)
| Registrar # (ח.פ.) | 514814672 |
|---|---|
| Status | פעילה |
| Corp type | ישראלית חברה פרטית |
| Incorporated | 2012-08-27 |
| Purpose | לעסוק בכל עיסוק חוקי |
| Liability | מוגבלת |
| In violation (unfiled) | no |
| Last annual report | 2025 |
| Active charges / liens | 0 |
| Registry events | 6 — charge (6) |
| Registered address | משכית 22 הרצליה |
Recent registry events
| Date | Event |
|---|---|
| 2026-06-29 | סילוק שעבוד |
| 2026-06-29 | רישום שעבוד |
| 2026-06-29 | סילוק שעבוד |
| 2026-06-29 | סילוק שעבוד |
| 2026-06-29 | סילוק שעבוד |
| 2026-07-06 | רישום שעבוד |