Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
Industry
Software Development, Depository Credit Intermediation, Finance and Insurance
HQ Location
111 W 33rd St
New York, NY 10120, US
Keywords
Personal FinanceHeld Away Accounts401(k)Asset ManagementOrder Management SystemFinancial AdvisoryFinancial WellnessRetirementWealth TechWealth Management