Highlights
1 patentProfile claimed by owner
About
Active Management Solution for Held Away Accounts
Pontera provides technology that allows financial advisors to manage held away accounts on behalf of their clients as part of their overall portfolio without taking custody of the accounts, enabling advisors and investors to work together on a personalized, holistic plan. Pontera serves thousands of financial advisors from all types of advisory practices, ranging from single-person advisory firms to some of the worlds largest financial institutions.
Identity
| Name | Pontera |
|---|---|
| Slug | feex |
| Former names | FeeX |
| Type / kind | startup |
| Crunchbase ID | feex |
| Source _id | agxzfmlsbGlzdHNpdGVyGAsSC05ld19Db21wYW55GICAgN6_pMYIDA |
Status
| Status | active |
|---|---|
| Last update | 2026-05-17 |
Location
| HQ country code | IL |
|---|---|
| HQ region/district | Center District |
| HQ city | Herzliya |
| HQ address | Maskit 22, Herzliya, Israel |
Web & social
| Website | https://www.pontera.com |
|---|---|
| Careers page | https://pontera.com/careers |
| https://www.linkedin.com/company/2711006 | |
| Twitter / X | https://www.twitter.com/FeeX |
| https://www.facebook.com/Ponterasolutions | |
| YouTube | https://www.youtube.com/user/FeeXUSA |
Classifications
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 models
B2B2CB2B
Tags
investmentspersonal-financeprice-comparisonfintechinsurtechtrading-and-investing
Funding
| Total raised | $171.8M |
|---|---|
| Current stage | Series C |
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