Pontera

www.pontera.com

Pontera 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.

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Pontera 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.

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Country

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State

New York

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City (Headquarters)

New York City

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Business Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Revenue Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Customer Success

    Email ****** @****.com
    Phone (***) ****-****

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Pontera FAQ

New York City, United States

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