Pontera

Pontera is a fintech company based in New York City, founded in 2012. It specializes in providing financial advisors with tools to manage and trade clients' held-away retirement accounts, such as 401(k)s and 403(b)s. The company's mission is to enhance financial security and wealth for Americans by offering a secure platform that improves visibility, management, and compliance of workplace-sponsored retirement accounts. The Pontera platform integrates seamlessly with existing portfolio management tools, allowing advisors to deliver comprehensive investment management and optimize tax strategies. Key features include comprehensive account management, consolidated reporting for enhanced portfolio visibility, secure rebalancing with bank-level security, and compliance support to address custody and rollover challenges. Pontera collaborates with major financial institutions and wealth management software providers to expand its capabilities and reach, focusing on improving retirement outcomes for clients.