Pontera attracts yet another $45-million VC round for its ‘held-away’ 401(k) order management system and snags SageView, a $175-billion RIA, as a customer
The 10-year-old New York City firm nixed its FeeX brand and its old business model after RIAs said they wanted 'action' more than information.FeeX just raised $45 million but first...
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