PonteraPontera

Pontera

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
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Fintech category
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Operating Status
Active
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Number of employees
110
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Year founded
2012
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Business model
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URL
https://www.pontera.com
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Services offered
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Partners & Technology

Bank Sponsor
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Card Network
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Card Issuer
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Network processor
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KYC Vendor
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CRM Software
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Financials

Series round
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Compliance

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