About Pontera
Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Founded
- 2012
- Company type
- Privately Held
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.
Specialties
- Personal Finance
- Held Away Accounts
- 401(k)
- Asset Management
- Order Management System
- Financial Advisory
- Financial Wellness
- Retirement
- Wealth Tech
- Wealth Management
- FinTech
- Advisor Tech
- Financial Planning
- defined contribution
- asset location
- nyc
- and startup
Company locations
111 W 33rd St, New York, NY 10120, US
22 Maskit St., South Entrance, 3rd Floor, Herzliya, Israel 46733, IL
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Software
- Personal Finance
- Internet
- Crowdsourcing
- FinTech
- Financial Services
On LinkedIn
- Followers
- 46,614
- People linked to this company
- 281
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Funding raised
159,300,000 USD
Total reported by Crunchbase, in US dollars. This is funding raised, not company revenue or valuation.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.