Company intelligence
Pontera
Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.
About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
Verified activity
Signals from Pontera
7 published signals
Presence & Recognition
Pontera employee Ben White is speaking on the Artificial Intelligence and Write Access in the Age of Open Finance panel at FDATA's 2026 Global Open Finance Summit in Toronto on September 17, 2026.
Reported by Ben White
Presence & Recognition
Pontera is hosting a two-day event featuring Lisa M. Gomez, former Assistant Secretary of Labor for EBSA, discussing the future of retirement systems at the Pontera booth.
Reported by Pontera
Presence & Recognition
Pontera is hosting an AMA-style roundtable live at 1 p.m. ET featuring retirement experts including Brian Anderson from 401(k) Specialist and Pontera.
Reported by Pontera