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FeeX helps individuals grow their retirement wealth by making it possible for financial advisors to manage and trade 401(k) and other held away accounts.

New York, NY
Joined June 2013
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A week ago, FeeX became Pontera: A bridge to a better retirement for millions of Americans. Thank you @slsteinberger for covering how we enable financial advisors to compliantly and securely manage clients' retirement accounts. wealthmanagement.com/technol…
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Congratulations to @Pontera on raising $80M in funding over the past 18 months! We’re excited to work alongside your team as you double down on your mission to help people achieve a better retirement. bit.ly/3H8VIyN
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Pontera, Formerly FeeX, Raises $80 Million to Help Financial Advisors Manage Client Portfolios: startupsavant.com/news/ponte… #fintech #funding
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FeeX lands $80 million and relaunches as Pontera bit.ly/3JTeood @investmentnews
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FeeX, a fintech managing client retirement accounts like 401(k)s and 403(b)s, landed $80 million in funding, and is rebranding as Pontera bit.ly/3BJCgrx @InvestmentNews @theseanscoop
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401(k) management platform @FeeX has raised $80m as it rebrands to @Pontera. Read more: bit.ly/3hgsOSM
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Congratulations @pontera (the wealthtech formerly known as @FeeX) on its $80mm capital raise over the past year with lead investor @lightspeedvp as it fully pivots to helping advisors manage clients' 401(k) and other held away assets. wealthmanagement.com/technol…
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Huge boost for a company offering an innovative solution for #advisors to manage 401(k) assets FinTech @FeeX Changes Name to Pontera, Grabs $80M funding round led by @lightspeedvp businesswire.com/news/home/2… @icarolemahoney @AmyFranko @sspotswoodrfg
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'Third-party studies have found that a professionally managed 401k account can outperform a self-directed account by more than 3% annually' #401k #RetirementPlanning @FeeX @rchusker @Sageviewadvisor @CarsonGroupLLC 4o1k.co/3haO7p0
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'Third-party studies have found that a professionally managed 401k account can outperform a self-directed account by more than 3% annually' #401k #RetirementPlanning @FeeX @rchusker @Sageviewadvisor @CarsonGroupLLC 4o1k.co/3haO7p0
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Fintech company Pontera raises $45 million, changes name from @FeeX. The new name reflects the company’s aspirations to create a bridge between individuals and pension advisors. calcalistech.com/ctechnews/a…
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Our portfolio company @FeeX can help you optimize your #retirement savings accounts & #invest smarter in the new year. More on @CNBC: ow.ly/IimS30ncdCr
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Good discussion from @FredReish. While #DoLFiduciary's full BIC exemption is delayed, the DoL (or private parties) can still enforce failure to follow the Impartial Conduct Standards... “Is the New Fiduciary Rule Enforceable During the Transition Period?” kitc.es/2CiToIz
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.@TDAmeritrade new #survey revealed that only 27% of #Americans know how much they’re paying in #401K fees so the online #broker is partnering w/ @FeeX to bring fee transparency to the masses: ow.ly/wAXh30idjiQ @MktsInsider
Today's #fintech flash briefing has news on @orionadvisor @Wealthfront @FeeX & @TDAmeritradePR. Enable this skill on your Echo device at fppad.com/alexa
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