FeeX is now Pontera. Learn more here

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About Pontera

We’re on a mission to help people retire better.

Our Mission

Pontera (formerly FeeX) is dedicated to helping individuals retire with greater wealth and financial security. Founded in 2012, we work with RIAs, Broker-Dealers, and some of the largest financial institutions in the country.

Our Team

Pontera has put together a team committed to building solutions for age-old challenges. We are a diverse, customer-focused team of problem solvers, creative thinkers, engineers and financial services veterans focused on finding solutions that benefit everyone.

Our Partners

Pontera has built partnerships with some of the largest firms in the financial services industry. We are backed by a number of notable venture capital firms who agree that helping advisors manage their clients’ retirement and held away accounts is critically important.

We’re Hiring

Open positions

In the News

  • Press Releases

08 / 17 / 22

Pontera and Dynasty Financial Partners Announce Partnership
Dynasty Financial Partners, the leading provider of back and middle-office outsourced solutions for RIAs, has partnered with Pontera. Leveraging Pontera's SOC 2 certified platform, RIAs in Dynasty's network can now fully manage 401(k), 403(b), and other held away accounts for their clients in a secure and compliant manner.
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  • Press Releases

07 / 14 / 22

Pontera and Hilltop Wealth Advisors Announce Partnership
Pontera and Hilltop Wealth Advisors have partnered to allow Hilltop's financial advisors to utilize the platform for held away account management. Chris Hostetler, CFP, Financial Advisor and Partner at Hilltop Wealth Advisors said: "Through our partnership with Pontera, our advisors gain the additional capability to securely manage clients’ retirement accounts as part of our holistic approach to wealth management."
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  • Press Releases

06 / 30 / 22

GeoWealth Adds Integration With Pontera
Chicago-based TAMP GeoWealth added an integration with Pontera to improve RIAs' access to held away account data and the ability to manage their clients' 401(k) and other retirement accounts. With Pontera’s technology, GeoWealth can now incorporate held away data alongside custodied accounts for performance reporting and billing.
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  • Press Releases

06 / 09 / 22

Pontera and RFG Announce Partnership
Hybrid RIA RFG Advisory has partnered with Pontera to enable their independent financial advisors to securely manage more of their clients' portfolios and help them reach a better retirement.
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  • Press Releases

05 / 18 / 22

Capitect Announces Integration with Pontera
Capitect announced that it has integrated with Pontera to enable financial advisors who use the company’s platform to include held away assets in reporting, billing, and rebalancing. Advisors who use both platforms can view data on these assets inside Capitect to build performance and asset allocation reports as part of holistic planning, applying their advice and strategies to retirement accounts.
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  • Press Releases

04 / 28 / 22

Pontera Announces Integration with SS&C’s Advent Custodial Data® Network to Help Advisors Manage Clients’ Retirement Assets
Pontera announced an integration with SS&C’s Advent Custodial Data® network. The technology integration provides held away account data for firms using SS&C’s advisory solutions. Users can view, report, supervise, and bill on 401(k), 403(b), and other held away accounts managed on Pontera’s platform through SS&C’s Advent Custodial Data® Network, including the Black Diamond® Wealth Platform, Axys, Advent Portfolio Exchange (APX), and Geneva.
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  • Press Releases

04 / 06 / 22

Pontera and Mutual Group Announce Partnership
Mutual Group has partnered with Pontera to enable financial advisors to securely and compliantly manage and trade their clients’ retirement accounts. Through the partnership with Pontera, advisors affiliated with Mutual Group can now provide their clients with truly holistic wealth management by trading, managing and reporting on their clients’ held away accounts as part of their overall portfolio.
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  • Press Coverage

03 / 17 / 22

planadviser: Advisers Can Integrate Clients’ Self-Directed Retirement Accounts
SageView Advisory Group and financial technology company Pontera have partnered on a platform to enable advisers to manage and trade clients’ retirement accounts. The platform passed rigorous cybersecurity quality controls that assess the risks associated with outsourced software solutions that store customer data online, according to the companies.
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  • Press Coverage

03 / 17 / 22

SageView partners with Pontera to help advisers manage held-away accounts
Pontera is partnering with SageView Advisory Group, an RIA with $175 billion in assets, to help the firm’s advisers manage clients’ held-away retirement accounts. Pontera’s service lets advisers allocate assets in client accounts that they don’t custody, like 401(k)s and health savings accounts, without getting into trouble with regulators.
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  • Press Releases

02 / 23 / 22

FeeX Secures $80M in New Investment, Changes Name to Pontera
FeeX announced that it has raised $80 million across three recent funding rounds and changed its name to Pontera. Pontera comes from the Latin “pont,” meaning “bridge,” and reflects the company’s aspirations to create the bridge between individuals and a better retirement..
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  • Press Coverage

12 / 28 / 21

WealthManagement: Three Steps to Improve Client Satisfaction in 2022
Long term financial planning can be overwhelming. Despite recent market gains, a study by J.P. Morgan found that 62% of defined contribution plan participants wish they could hand their retirement planning over to an expert. For individuals, predicting a path for investments into the far-off future amid headlines about new COVID-19 variants can feel like trying to build a house on a foundation of sand...
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  • Press Coverage

12 / 16 / 21

FeeX and Coastal Partner on Held-Away Account Solution
FeeX, a provider of financial services technology, has formed a partnership with Coastal Investment Advisors Inc., a registered investment adviser (RIA), to enable Coastal’s advisers to more effectively manage their clients’ held-away accounts.
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08 / 03 / 21

Dynamic Advisor Solutions Partners with Pontera to Actively Manage Held-Away Accounts
Dynamic Advisor Solutions has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. The service gives advisors visibility into their clients' held-away holdings and available investments. Advisors can execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity to add value and improve financial outcomes for their clients.
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05 / 04 / 21

Orion Teams With FeeX For Management of Held-Away Assets
A new data feed between Orion and FeeX gives Orion users visibility into the held-away assets managed through the FeeX platform, granting advisors a more complete picture of an investor’s financial landscape, and enabling a more coordinated asset management strategy.
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