Pontera

Pontera (formerly FeeX; legal entity Pontera Solutions Inc.) is a wealthtech platform that lets financial advisors securely manage, rebalance, and report on clients' held-away workplace-sponsored retirement accounts — 401(k), 401(a), 403(b), 457, TSP, and certain 529 plans — without a rollover. Accounts connect through a client-permissioned, credential-free workflow designed to avoid triggering custody under SEC Rule 206(4)-2, with an un-editable audit log for supervision. Pontera integrates with portfolio-management, reporting, billing, and supervision systems (Orion, Addepar, Black Diamond, Morningstar and others) but publishes no public developer API. Backed by ICONIQ Capital and Lightspeed Venture Partners.

Pontera is profiled on the APIs.io network. Tagged areas include Company, Fintech, WealthTech, Retirement, and 401k.

Pontera’s developer surface includes support, engineering blog, and 10 more developer resources.

🌐 Visit website 📡 Source on GitHub
19.4/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5
0 APIs
CompanyFintechWealthTechRetirement401kFinancial AdvisorsRetirement PlanningSecurity

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 19.4/100 · emerging
Contract Quality 0.0 / 25
Developer Ergonomics 1.3 / 20
Commercial Clarity 10.0 / 20
Operational Transparency 1.4 / 13
Governance 0.0 / 12
Discoverability 6.8 / 10
Agent readiness — 0/100 · human only
Machine-Readable Contract 0 / 18
Agentic Access Contract 0 / 15
MCP Server 0 / 12
Machine-Readable Auth 0 / 10
Idempotency 0 / 9
Stable Error Semantics 0 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 0 / 5
Well-Known Catalog 0 / 4
Consent & Bot Identity 0 / 3
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/pontera: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Pontera Domain Security

TLSv1.3 · HSTS · DNSSEC · DMARC

SECURITY

Pontera Vulnerability Disclosure

Hackerone

SECURITY

Pontera Trust Center

SOC 2, SOC 2 Type 2, ISO 27001, ISO 27017, ISO 27018, CSA STAR Level 1, PCI DSS

SECURITY

Resources

Get Started 1

Portal, sign-up, and the first successful call

Login
Login

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

LLMsTxt
LLMsTxt

Access & Security 5

Authentication, authorization, and security posture

TrustCenter
TrustCenter
 Compliance
Compliance
 Security
Security
 VulnerabilityDisclosure
VulnerabilityDisclosure
 DomainSecurity
DomainSecurity

Operate 1

Status, limits, changes, and where to get help

Support
Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 2

The organization behind the API

Website
Website
 Blog
Blog

Source (apis.yml)

apis.yml Raw ↑ 
aid: pontera
name: Pontera
description: Pontera (formerly FeeX; legal entity Pontera Solutions Inc.) is a wealthtech platform that lets financial advisors
  securely manage, rebalance, and report on clients' held-away workplace-sponsored retirement accounts — 401(k), 401(a), 403(b),
  457, TSP, and certain 529 plans — without a rollover. Accounts connect through a client-permissioned, credential-free workflow
  designed to avoid triggering custody under SEC Rule 206(4)-2, with an un-editable audit log for supervision. Pontera integrates
  with portfolio-management, reporting, billing, and supervision systems (Orion, Addepar, Black Diamond, Morningstar and others)
  but publishes no public developer API. Backed by ICONIQ Capital and Lightspeed Venture Partners.
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://framerusercontent.com/images/alnXDx1vyv9KGoFm8YjGhdmuTQ.jpg
url: https://raw.githubusercontent.com/api-evangelist/pontera/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- iconiq-capital
- lightspeed-venture-partners
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.20'
created: '2026-07-17'
modified: '2026-07-20'
tags:
- Company
- Fintech
- WealthTech
- Retirement
- 401k
- Financial Advisors
- Retirement Planning
- Security
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://pontera.com/
- type: Login
  url: https://advisor.pontera.com/
- type: Support
  url: https://www.pontera.com/contact
- type: Blog
  url: https://www.pontera.com/resources
- type: Integrations
  url: https://www.pontera.com/product/integrations
- type: TermsOfService
  url: https://www.pontera.com/terms-of-use
- type: PrivacyPolicy
  url: https://www.pontera.com/privacy-policy
- type: TrustCenter
  url: security/pontera-trust-center.yml
- type: Compliance
  url: https://security.pontera.com/
- type: Security
  url: https://www.pontera.com/product/security/responsible-disclosure
- type: VulnerabilityDisclosure
  url: security/pontera-vulnerability-disclosure.yml
- type: DomainSecurity
  url: security/pontera-domain-security.yml
- type: LLMsTxt
  url: llms/pontera-llms.txt
x-enrichment:
  date: '2026-07-20'
  status: enriched
  artifacts_added: 5
  pass: local-v1