Pontera: Streamlining wealth management for retirement with innovative financial advisory software.
Location
New York City, NY, US
Founded
2012
Pontera is a financial advisory software company that focuses on enhancing retirement wealth management. Founded in 2012, Pontera enables financial advisors, including RIAs and Broker-Dealers, to manage and trade their clients' held away accounts such as 401(k)s. The firm collaborates with some of the largest financial institutions in the country to help individuals achieve greater financial security and wealth in retirement.
Notable partners include Larry Sprung, Founder of Mitlin Financial, who uses Pontera's platform to compliantly manage clients' 401(k)s and deliver comprehensive portfolio planning. Pontera's investment philosophy centers on streamlining wealth management through innovative technology, providing unique value-add services that allow advisors to offer holistic financial advice and better retirement outcomes for their clients.
