Verified fintech
Pontera
- Headquarters
- New York, NY
- Website
- pontera.com
- Category
- Wealth & investing
About
Pontera is software that lets financial advisors manage clients' held-away retirement accounts, such as 401(k)s and 403(b)s, without taking custody of them. Clients securely connect their workplace accounts so advisors can include them in planning and adjust allocations. It also provides record-keeping and audit trails for compliance.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.