Full-Time
Confirmed live in the last 24 hours
Platform for managing retirement accounts
$170k - $190kAnnually
Mid, Senior
New York, NY, USA
Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.
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. Pontera primarily targets financial advisors and their clients, especially those with multiple retirement accounts. The company operates in the wealth management sector and offers a subscription-based service to advisors, enabling them to improve their service offerings and client outcomes. This business model not only provides a steady revenue stream through subscription fees but also enhances client satisfaction and retention for the advisors.
Company Stage
N/A
Total Funding
$147.3M
Headquarters
New York City, New York
Founded
2012
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