Pontera
Platform that lets advisors manage clients' held-away 401(k) and similar accounts.
pontera.comPontera connects advisors to clients' workplace retirement accounts such as 401(k)s and 403(b)s so they can be managed alongside other assets. The company says the tool avoids actions that could trigger custody and provides audit trails and supervision tools.
The company was founded in 2012 as FeeX and renamed Pontera in 2022 alongside an $80 million raise, according to trade press. ICONIQ Growth later led a $60 million round. It is based in New York.
What it does
- Held-away 401(k) management
- Account reallocation
- Compliance audit trails
- Supervision tools
Works with
Integrations
As listed by Pontera.
Named by others in this directory
Coverage
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