Buy or sell Pontera stock pre IPO via an EquityZen fund
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
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.
Co-Founder & Chairman
Co-Founder & CEO
VP, Business Development
Co-Founder, Chief Product Officer
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