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Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients.
Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts. The Pontera solution enables advisors to manage and trade held away accounts, thus offering a comprehensive, holistic service to their clients and unlocking greater financial outcomes for both advisors and their clients. Pontera clients include Fortune 100 financial services firms, RIAs, broker-dealers and advisory firms of all sizes.
Zykos Technology Group is a Denville, NJ-based company in the Software and Internet sector.
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Direct Systems is a Richmond, VA-based company in the Software and Internet sector.