Yoav Zurel retweeted
Missing @edwardlando @nitzanshapira @stopman @YoavZurel - some of the most helpful investors I have worked with.
Probably because they’ve all actually operated before…
Top 5 angel investors in SF, NYC, LA, Boston, and Austin by # of deals:
San Francisco Bay Area
@naval — 272 deals
@eladgil — 217 deals
@gokulr — 203 deals
@Benioff — 186 deals
@paultoo — 171 deals
New York City
@fabricegrinda — 258 deals
@scottbelsky — 217 deals
@edyson — 123 deals
@wayne — 92 deals
@nbanta — 91 deals
Los Angeles
Daniel Curran — 185 deals
@aplusk — 71 deals
@spencerrascoff — 68 deals
@BrendanFWallace — 67 deals
@BaronDavis — 54 deals
Boston
@dharmesh — 76 deals
Paul Forster — 61 deals
@willherman — 57 deals
Jonathan Milner — 53 deals
Walter Winshall — 48 deals
Austin
Vishal Rao — 65 deals
@bradharrison1 — 50 deals
@merket — 30 deals
@brettahurt — 28 deals
David Bonderman — 20 deals
@maxaltman — 20 deals (tied for fifth)
Yoav Zurel retweeted
Pontera & @401kspecmag are bringing together experts from regulation, retirement policy, fintech, & wealth management for a live roundtable on technology, trust, & the future of 401(k) advice.
They’ll be answering your top questions. Register here: pontera.com/resources/events…
Today we are announcing a significant platform enhancement at @Pontera: Non-Discretionary Advice Workflow. Using this workflow firms who wish to provide Non-discretionary advice on held away assets can do so in a seamless, integrated and much simplified way. Join the waitlist here: pontera.com/lp/non-discretio…
Yoav Zurel retweeted
Meet the Pontera team at Future Proof Citywide next week!
Stop by Booth 413 to see how Pontera helps advisors bring 401(k)s into view—enabling more complete advice, stronger client relationships, and sustainable growth for your clients and your firm.
See you in Miami Beach!
Yoav Zurel retweeted
Announcing Nimble!
The web holds the data to help AI take the next leap, but it isn’t a database. So we built a product that makes it behave like one.
We’ve raised $75M from @NorwestVP, @databricks, and leading VCs to build a system that enables anyone to create live datasets from the web, instantly queryable by AI Agents.
Yoav Zurel retweeted
“Who is Fidelity to say you shouldn’t have access to a service like Pontera is providing?”
On @FOX2now, Dr. Doellman raised a question every retirement saver should be asking.
It’s time to #FreeYour401k
pontera.biz/4nvvNGR
Yoav Zurel retweeted
🥊@Pontera CEO calls out Fidelity in public letter, accusing the 401(k) giant of "anticompetitive power grab" by blocking advisor access to client retirement accounts. Battle over $13T market heats up #Fintech #401k spr.ly/6019AxZ4f
Last week, @nytimes highlighted the growing fight for retirement saver choice — and featured @Pontera’s role in empowering investors to work with the advisors they trust.
As I said in the article: “This is what consumers want, and it’s their money.”
nytimes.com/2025/10/10/your-…
Yoav Zurel retweeted
Retirement confidence is slipping—and outdated money myths aren’t helping. 🧠📉
Join Pontera and GRANTvest Financial Group to cover the most common myths shaping saver behavior & so much more.
📅 Sept. 25 | 2:30–3:00 p.m. ET
RSVP here: pontera.biz/46sscTy
Yoav Zurel retweeted
📆 Today is 401(k) Day — the perfect reminder that your clients’ biggest accounts shouldn’t go unmanaged.
👉 Learn how you can turn 401(k) Day into action → pontera.biz/4lUYLzf
Yoav Zurel retweeted
Smart advisors know the slow season is actually an opportunity. 🌴📉
Our Account Management Lead, Danae Husary, shares 3 ways to make the most of the summer slump — from setting fresh goals, to diving deeper into your process, to sparking new client conversations.
What’s your #1 priority heading into fall planning? 🍂 👀
Yoav Zurel retweeted
Step inside Pontera HQ for a day 👋
From team standups with an Empire State view to spontaneous strategy chats, every corner of Pontera HQ is built for connection, flexibility, and momentum.
We’re proud to support the advisors guiding America’s retirement — and equally proud to support the people behind that mission.
If you’re looking for a place where impact meets energy, we’d love to meet you!
#LifeAtPontera #EmployerOfChoice #TeamCulture
Yoav Zurel retweeted
In case you missed it… 👀
Our co-founder Uri Levine joined Fox Business Network’s Claman Countdown this week to talk all things road to retirement—including the potential impact of alternative assets in 401(k) accounts and why trusted financial advice matters more than ever.
Catch the full conversation here: lnkd.in/de74HPFP
Yoav Zurel retweeted
@Pontera integrations manager Yasmine Kacha took the stage at a packed #Orion Acent Deep Dive Workshop to introduce our newly announced integration with the @orionwealthtech Orion Trading platform. Visit Booth #1015 to learn how Pontera lets advisors manage 401(k)s and help deliver better outcomes. To join the waitlist to adopt our Orion Trading integration, visit hubs.li/Q035hX7S0
#retirement #fintech #401k #allin
Yoav Zurel retweeted
If you're attending #OrionAscent, visit @Pontera at Booth #1015 to learn how our secure platform helps advisors seamlessly manage clients' 401(k)s and other held-away assets. You can also see our new integration with @orionwealthtech's Orion Trading platform, which enables household-level rebalancing and tax-optimized strategies. Join the waitlist to adapt the integration by clicking hubs.li/Q034NdtV0 #AllIn #retirement #401k #retirebetter
Yoav Zurel retweeted
If you're a financial advisor attending the @orionwealthtech #OrionAscent conference, Feb. 3-6, please visit Booth (#1015). Learn how the secure @Pontera platform enables advisors to seamlessly view and manage clients' 401(k)s and other held-away accounts. We can’t wait to see you in Orlando! 🌴
#401(k) #retirement #fintech #retirebetter
Yoav Zurel retweeted
🚀 Exciting news! The latest @Pontera blog is out. For many American families, 401(k)s and other workplace accounts represent their largest source of retirement savings for long-term financial wellness. Unfortunately, some communities face challenges due to historical, social, or economic factors. Check it out now! hubs.li/Q033D00x0 #retirebetter #retirement #401k
Yoav Zurel retweeted
You already know there are lots of reasons why using @Pontera is good for clients and for your business. So help spread the word: Refer an advisor to Pontera at hubs.li/Q02_Mbxs0 and you both can earn a $75 gift card.
#retirebetter #401k #betteradvice #retirement
Yoav Zurel retweeted
Have you heard? @Oppenheimer, a top broker and investment bank, is working with @Pontera to manage clients' 401(k) accounts. Americans want expert help with workplace accounts; Pontera offers advisors a secure solution to provide that help. Learn more at tinyurl.com/mthenxbs
Yoav Zurel retweeted
Attention RIAs! If you're at #SchwabIMPACT, stop by @Pontera's booth (#306) to learn how you can deliver more value to clients, and grow your business, by using Pontera to securely and seamlessly manage their 401(k)s. Schedule a meeting: hubs.li/Q02YJHgl0
#401k #retirement
