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Pontera Stock (PONT)
Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.
About Pontera Stock
Founded
2012
Headquarters
New York, NY, US
Industries
Software, Financial Services, Other
Provider of financial services intended for wealth management. The company's solutions include held away account trading & management, fee analyzer, a white-labeled software for acquiring customers as well as rollover compliance for evaluating rollovers, enabling advisors to see, trade, and manage assets in 401k, 403b, 529, and other held away accounts and offer a comprehensive, holistic service to their end clients.
Pontera Press Mentions
Stay in the know about the latest news on Pontera
Pontera and Orion launch new integration to help advisors offer personalized, holistic investment solutions at scale
prnewswire • Jan 29, 2025
Pontera and Orion launch new integration to help advisors offer personalized, holistic investment solutions at scale
morningstar • Jan 29, 2025
Pontera and Hightower to deliver enhanced financial advice through secure, seamless management of client 401(k)s
prnewswire • Jan 07, 2025
Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s
prnewswire • Nov 15, 2024
Pontera now offers access to Envestnet's BillFin solution to streamline 401(k) account billing for financial advisors
prnewswire • Nov 04, 2024
Investors in Pontera
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Pontera Management
Leadership team at Pontera
Founder
Uri Levine
Co-Founder & Chairman
Uri Levine
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