Yoav Zurel

CEO at @Pontera

[Yoav Zurel @YoavZurel]

@damccormick13 Excited to try 😇

[Pontera @Pontera]

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 @YoavZurel]

@mikeeisenberg @Bloomberg @JoumannaTV Well done!

[Yoav Zurel @YoavZurel]

@J_Nimrodi כמו במחלקה 😃

[Nimble @nimble_search]

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 @YoavZurel]

I think that demand from people who view advisors as a way to decide which stocks to buy will drop at a faster rate than today (already dropping). However demand from people who seek a person they trust (fiduciary) to look over their shoulder before making financial decisions will rise. Net more AUM as a whole is my guess.

[Yoav Zurel @YoavZurel]

@AdviserCounsel It’s coming for wm, but in a good way 🙂 You’ll see advisors being able to support more clients than before, more market pull for advisors and a lower cost stack to service customers.

[Yoav Zurel @YoavZurel]

@mikeeisenberg @ynet נעשה את המיטב!

[Pontera @Pontera]

“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

https://t.co/bUwnwICXCZ

[Yoav Zurel @YoavZurel]

@alonlif בהצלחה ליפשיץ ❤️

[Wealth Management @wealth_mgmt]

🥊@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 https://t.co/3zWeLG9lby

[Yoav Zurel @YoavZurel]

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.”

https://t.co/EgS3AwMNPq

[Yoav Zurel @YoavZurel]

@Pontera is proud to stand with retirement savers. Fidelity, on the other hand, locked savers out of their own 401(k) accounts. Retirement savers deserve choice, not captivity.
👉 Read my statement: https://t.co/zRO3JwXE65

[Yoav Zurel @YoavZurel]

You “deserve” it only if it was promised to you upon investment. It’s totally fine however for you to email your portfolio companies every once in a while to ask for an update and hopefully create some value. Ideally you trust your CEO’s that they are managing their time the best they can

[Pontera @Pontera]

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: https://t.co/0S7FdrqW63

[Pontera @Pontera]

📆 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 → https://t.co/N4xFYjRmDi

[Pontera @Pontera]

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? 🍂 👀

[Pontera @Pontera]

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

[Pontera @Pontera]

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: https://t.co/xsPZ3Swuoc