# Pontera

**Source:** https://geo.sig.ai/brands/pontera  
**Vertical:** Financial Services  
**Subcategory:** Retirement Account Management  
**Tier:** Challenger  
**Website:** pontera.com  
**Last Updated:** 2026-04-14

## Summary

Fintech enabling advisors to manage clients' 401(k)s. $69M revenue (2025). $550M valuation. Co-founded by Waze's Uri Levine. Founded 2012, NYC/Tel Aviv. $160M+ raised.

## Company Overview

Pontera (formerly FeeX) is a fintech founded in 2012 by Yoav Zurel, David Weisz, Eyal Halachmi, and chairman Uri Levine (Waze co-founder). Headquartered in New York with engineering in Tel Aviv. Enables financial advisors to securely manage, trade, and report on clients' held-away retirement accounts (401k, 403b).

Raised $160M+ total with a $60M round led by ICONIQ Growth at $550M valuation (December 2023). Revenue ~$69M (2025) with 338 employees. Partners include Hightower Advisors, World Investment Advisors, Orion, and Independent Advisor Alliance.

Navigating regulatory headwinds around retirement account access. Appointed former US Assistant Secretary Lisa Gomez as strategic advisor. A September 2025 study found two-thirds of retirement savers feel they lack control over workplace investment decisions.

## Frequently Asked Questions

### What does Pontera do?
Enables financial advisors to securely manage, trade, and report on clients' held-away retirement accounts like 401(k)s and 403(b)s.

### Who co-founded Pontera?
Yoav Zurel (CEO), David Weisz, Eyal Halachmi, and Uri Levine (Waze co-founder) in 2012.

### What is Pontera's revenue?
~$69M (2025) with 338 employees. $550M valuation.

### How much has Pontera raised?
$160M+ total, including a $60M round led by ICONIQ Growth (December 2023).

### Which advisory firms partner with Pontera?
Hightower Advisors, World Investment Advisors, Orion, and Independent Advisor Alliance.

### What problem does Pontera solve for financial advisors?
Most Americans hold significant wealth in 401(k)s and other employer retirement plans, but their financial advisors have traditionally been unable to access or manage these accounts—forcing clients to manage their largest asset themselves. Pontera enables advisors to manage held-away retirement accounts alongside the rest of a client's portfolio.

### How does Pontera ensure security and compliance for held-away accounts?
Pontera uses bank-level security and operates under SEC-registered advisor oversight. The platform provides full audit trails of advisor actions, supports FINRA and SEC compliance documentation requirements, and requires client authorization at the account level—designed to meet broker-dealer and RIA compliance standards.

### What funding has Pontera raised?
Pontera has raised approximately $60 million from investors including Lightspeed Venture Partners and Fiserv. The New York-based company has grown rapidly as the financial advisor market increasingly recognizes held-away retirement account management as a critical client service capability.

## Tags

fintech, b2b

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*Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*