Pontera
HQ Address
111 W 33rd St, New York, NY 10120, United States
Website Address
Business introduction
Infrastructure for modern, connected retirement planning
The bridge between financial advisors and workplace retirement accounts. Connect, manage, and grow with Pontera
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
We exist to help people retire better by ensuring that they can work with the advisor they trust and enjoy the same level of service and care regardless of where their assets sit.
Founded in 2012, we work with financial advisors, recordkeepers, retirement plan advisors, and portfolio management platforms, including some of the largest institutions in the country, to make our mission a reality.
Pontera Solutions
Pontera Platform
Build lasting growth through more comprehensive service Deliver consistent, holistic management across every client account—unlocking more complete advice, stronger relationships, and measurable impact. Professionally managed accounts can achieve 3-4% higher annual returns¹, helping clients retire better while fueling long-term growth for your practice. Deliver truly holistic advice Provide higher quality service when you......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
