FeeX
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
205 E 42nd St Fl 17, New York, New York,...Website
www.feex.comRevenue
$10.3 MillionIndustry
About FeeX
Pontera provides infrastructure for modern, connected retirement planning, enabling financial advisors to connect, manage, and grow held-away accounts such as 401(k)s and 403(b)s. Their services are designed to offer holistic planning, reduce operational friction, and optimize asset location for better retirement outcomes. Trusted by wealth management firms and technology providers, Pontera aims to empower retirement savers by allowing them to receive professional advice on their largest retirement assets. The company focuses on enhancing compliance practices and providing peace of mind to clients during volatile market conditions.Explore more
SIC Code 73,737NAICS Code 54,541Show moreFeeX Org Chart
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Pontera provides infrastructure for modern, connected retirement planning, enabling financial advisors to connect, manage, and grow held-away accounts such as 401(k)s and 403(b)s. Their services are designed to offer holistic planning, reduce operational friction, and optimize asset location for better retirement outcomes. Trusted by wealth managem... Read More