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Pontera offers financial advisor software for 401k management, allowing advisors to securely manage held-away accounts and optimize tax strategies. The platform also provides consolidated reporting, secure rebalancing, and aids compliance with financial regulations.
Company Stage
N/A
Employees
201-500
Industries
Consulting, Venture Capital, Fintech, Crypto & Web3, Financial Services
Total Funding
$158.7M
Headquarters
N/A
Founded
2012
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