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Pontera Stock
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
Notable Investor
Lightspeed Venture Partners
Industries
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 unveils 401(k) mega-partnership with Stifel
investmentnews • Jun 25, 2024
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their Retirement Goals
prnewswire • Jun 25, 2024
Pontera Solutions to relocate to the Empire State Building
bizjournals • May 28, 2024
Pontera gains DC street cred with veteran hires
investmentnews • May 23, 2024
Pontera and AdvisorEngine Integration to Streamline Holistic 401(k) Management Capabilities for Advisory Firms USA ...
prnewswire • May 23, 2024
Investors in Pontera
Discover investors in Pontera stock and explore their portfolio companies
Pontera Management
Leadership team at Pontera
Founder
Uri Levine
Co-Founder & Chairman
Uri Levine
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