Pontera
www.pontera.comPontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. If you are interested in helping everyday people get the professional guidance they need to make the most out of their retirement savings, join us.
Read morePontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. If you are interested in helping everyday people get the professional guidance they need to make the most out of their retirement savings, join us.
Read moreCountry
State
New York
City (Headquarters)
New York City
Founded
2012
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Chief Financial Officer
Email ****** @****.comPhone (***) ****-****Chief Business Officer
Email ****** @****.comPhone (***) ****-****Director , Revenue Operations
Email ****** @****.comPhone (***) ****-****Director of Customer Success
Email ****** @****.comPhone (***) ****-****
Technologies
(88)