Pontera
Curated by SignalRobo advisory platform assisting wealth managers with retirement account management.
About
Pontera is a fintech company that offers robo advisory services tailored for wealth managers. The platform provides a financial advisory solution aimed at assisting individuals with the management of their 401(k) accounts and other retirement assets. By integrating with the existing systems of wealth managers, Pontera aims to enhance the delivery of personalized investment advice at scale. The platform includes tools for holistic planning, asset location optimization, and consolidated reporting, which are intended to support wealth managers in making informed decisions. Pontera targets retirement savers in the United States and collaborates with established firms to facilitate the secure management of retirement accounts, with the goal of improving retirement outcomes for clients.
Key facts
- Founded
- 2012
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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Open roles
9 rolesSenior Data Engineer
New York, NY · On-site · Volunteer
Customer Support Representative
New York, NY · On-site · Volunteer
DevOps Engineer
Herzliya, Tel Aviv District, Israel · On-site · Volunteer
