Pontera
HQ Address
111 W 33rd St, New York, NY 10120, United States
Website Address
Business introduction
The bridge to better retirement
Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor
The name Pontera was born out of our aspiration to be the bridge to better retirement. We deliver a secure and seamless platform for financial advisors to manage 401(k) and other held away accounts.
Our mission
Pontera is dedicated to helping individuals retire with greater wealth and financial security. Founded in 2012, we work with Registered Investment Advisors (RIAs), Broker-Dealers, and some of the largest financial institutions in the country.
Our team
Pontera has put together a team committed to building solutions for age-old challenges. We are a diverse, customer-focused team of problem solvers, creative thinkers, engineers and financial services veterans focused on finding solutions that benefit everyone.
Our partners
Pontera has built partnerships with some of the largest firms in the financial services industry and major providers of wealth management software. We are open to new engagements that align with our mission to create better retirement outcomes.
Pontera Solutions
Pontera Platform
New revenue & client engagement opportunities Managing held away accounts can increase an advisor's AUM by an average of 33% while allowing you to deliver the level of service your clients expect. Trading Trade held away accounts just like you do with custodied accounts, all through a single interface. Instruct Pontera (formerly FeeX)......
business needs
- Business Intelligence & Practice Management
- Compliance & Regulation Technology
- Digital Platforms & Tools
