Pontera

Overview

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 platform integrates seamlessly with existing portfolio management tools, enabling advisors to deliver comprehensive investment management and optimize tax strategies. Key features include consolidated reporting for enhanced portfolio visibility, secure rebalancing with bank-level security, and compliance support to address custody and rollover challenges. Pontera partners with major financial institutions and wealth management software providers to expand its capabilities and reach, focusing on improving retirement outcomes for clients.

Basic Information

Contact Details

• Website: pontera.com
• LinkedIn: linkedin.com/company/pontera
• AngelList: angel.co/feex
• Facebook: facebook.com/feexusa
• Twitter: twitter.com/FeeX
• Phone: +1 415-994-6856

Key Focus Areas & Initiatives

• Personal finance advisory
• Held-away account management
• 401(k) and retirement asset oversight
• Portfolio analytics and reporting
• Secure account management
• Financial wellness and planning
• Advisor technology integration
• Compliance risk and audit trail management
• Financial advisor support
• Tax optimization strategies
• Operational efficiency
• Cybersecurity and data protection
• Client engagement solutions
• Regulatory compliance tools
• Asset rebalancing technology
• Performance analytics

Technologies Used

• AI
• Amazon AWS
• Atlassian Cloud
• Bing Ads
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Figma
• Gmail
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Tag Manager
• Greenhouse.io
• Hubspot
• KISSmetrics
• Linkedin Marketing Solutions
• Marketo
• Microsoft Office 365
• Mobile Friendly
• Remote
• Route 53
• Salesforce
• Stripe
• Zendesk
• reCAPTCHA

Affiliated Organizations & Regional Branches