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Pontera provides a platform for financial advisors to manage and monitor their clients' 401k and other retirement accounts. The platform allows advisors to integrate all investable assets into a single portfolio, which helps in offering comprehensive wealth planning. Pontera's service focuses on active management, which has shown to generate an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This approach can significantly enhance long-term wealth accumulation for investors. The company primarily targets financial advisors and their clients, especially those with multiple retirement accounts. Pontera operates on a subscription-based model, charging financial advisors for access to its platform, which helps them improve client outcomes and satisfaction. The goal of Pontera is to provide tools that enable financial advisors to deliver better wealth management services, ultimately leading to greater financial gains for their clients.
Company Stage
N/A
Employees
201-500
Industries
Fintech, Financial Services
Total Funding
$158.7M
Headquarters
N/A
Founded
2012
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