Full-Time
Confirmed live in the last 24 hours
Platform for managing retirement accounts
$170k - $190kAnnually
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. Unlike many competitors, Pontera specifically targets financial advisors and their clients with a subscription-based model, ensuring a consistent revenue stream while enhancing client satisfaction and retention. The goal of Pontera is to improve financial outcomes for investors by providing tools that enable better management of retirement accounts.
Company Stage
Late Stage VC
Total Funding
$147.3M
Headquarters
New York City, New York
Founded
2012
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