About
Pontera enables advisors to manage clients' 401(k), 403(b), and other held-away retirement accounts. Raised $159M+ total including $60M from ICONIQ Growth. Partners with Commonwealth Financial Network and Stifel (200K+ clients). Engaged in public dispute with Fidelity over data access policies (2024). Formerly known as FeeX.
Key Facts
- [1]Funding: Total funding: $160M. Last round: Dec 2023. Stage: Growth.
- [2]Employees: Employee count: 51-200.
- [3]Website: Official website: pontera.com.
- [4]AI Technology: Core AI/ML technologies: Predictive ML.
- [5]Region: Region: Americas (United States).
Founders
Yonatan Zur
Co-founder & CEO
Maor Ohayon
Co-founder
AI Technology
Predictive ML
Traditional ML algorithms for classification, regression, and scoring models
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is Pontera?
Pontera enables advisors to manage clients' 401(k), 403(b), and other held-away retirement accounts. Raised $159M+ total including $60M from ICONIQ Growth. Partners with Commonwealth Financial Network and Stifel (200K+ clients). Engaged in public dispute with Fidelity over data access policies (2024). Formerly known as FeeX. Pontera is classified in the Wealth Management segment at the Applications layer of the financial AI stack.
Who founded Pontera?
Pontera was founded by Yonatan Zur (Co-founder & CEO) and Maor Ohayon (Co-founder).
How much funding has Pontera raised?
Pontera has raised $160M in total funding, placing the company at the Growth stage. The most recent round closed in Dec 2023. Among 31 funded Wealth Management companies, Pontera ranks #13 by total capital raised. (Source: AIFI Map directory.)
What AI technology does Pontera use?
Pontera primarily leverages Predictive ML technology. Traditional ML algorithms for classification, regression, and scoring models. Within the Wealth Management segment, 14 companies use this technology.
What market segment does Pontera operate in?
Pontera operates in the Wealth Management market segment. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms.
Where is Pontera headquartered?
Pontera is headquartered in New York, United States. The company operates in the Americas region. The team consists of 51-200 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are Pontera's competitors?
Companies similar to Pontera in the Wealth Management space include Unit21 ($92M raised), Kaaj ($4M raised), Lendbuzz ($310M raised), Ramp ($2.3B raised), Brex ($1.5B raised). These companies operate in related areas of financial AI: Unit21 focuses on ai-powered fraud and aml platform. Kaaj focuses on agentic ai for small-business lending automation. Lendbuzz focuses on ai auto financing for underserved populations. (Based on AIFI Map classification data.)
What products does Pontera offer?
Pontera builds applications-layer solutions for the financial services industry. The company's core offering: ML platform for held-away accounts. The platform is powered by Predictive ML technology.