Full-Time
Confirmed live in the last 24 hours
Platform for managing retirement accounts
$190k - $220kAnnually
Senior, Expert
New York, NY, USA
Hybrid position requiring in-office presence in NYC.
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 active management approach aims to generate higher returns, with an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This can lead to significant long-term financial gains 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 services, which enhances their offerings and improves client satisfaction. The goal of Pontera is to facilitate better management of retirement accounts, ultimately contributing to the long-term wealth accumulation of investors.
Company Stage
Late Stage VC
Total Funding
$147.3M
Headquarters
New York City, New York
Founded
2012
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