Pontera is a fintech platform that enables financial advisors to securely and compliantly manage their clients' 401(k), 403(b), and other workplace-sponsored retirement accounts. Pontera is designed to work across a wide variety of account types and integrates with existing portfolio management tools, helping advisors improve their clients' financial outcomes.
Founded in 2012 and headquartered in New York City, Pontera addresses the challenge financial advisors face in managing held-away retirement assets. By providing a secure connection to workplace retirement accounts, Pontera allows advisors to oversee and optimize these accounts alongside other client investments, with a focus on compliance and data security.
Who uses Pontera?
Pontera serves financial advisors, wealth management firms, and institutions looking to offer more comprehensive retirement planning. Notable organizations using Pontera's platform include:
- Carson Group
- Orion
- Envestnet
- Dynasty FP
- Morningstar Office
- Sanctuary Wealth
- Pershing X
- Addepar
- PAG
- AdvicePay
- Benjamin Edwards
- SS&C Black Diamond
These partnerships indicate Pontera's focus on serving established players in the financial advisory and wealth management sectors.
How was Pontera started?
Pontera was founded by David, Uri, and Yoav in 2012, with a mission to help millions of Americans retire better by improving access and management of workplace retirement accounts. The leadership team includes experienced professionals in product management, customer experience, and sales, reflecting the company's commitment to both technological development and client support. More about their team and mission can be found on their About page.
What makes Pontera different?
Pontera stands out by offering a platform that securely integrates with existing portfolio management tools, allowing advisors to manage held-away retirement assets in a compliant manner. This approach helps advisors provide holistic financial advice and optimize outcomes for clients who have significant retirement savings in employer-sponsored plans.
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