Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, and more. 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.

Website

https://www.pontera.com

Industry

Software Development

Company size

201-500 employees

254 associated members LinkedIn members who’ve listed Pontera as their current workplace on their profile.

Headquarters

New York, NY

Founded

2012

Specialties

Personal Finance, Held Away Accounts, 401(k), Asset Management, Order Management System, Financial Advisory, Financial Wellness, Retirement, Wealth Tech, Wealth Management, FinTech, Advisor Tech, and Financial Planning