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Expertise *

Accounting

Accounting Software

Auditing

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About

Technology/Software & Services

Portfolio Management Software

Retirement Planning

Employees & Contacts

Employees | 3 Contacts

Headquarters

111 W 33rd St, Fl 25, New York, NY 10120, USA

Overview

Comprehensive Software for Managing Held-Away Retirement Accounts

Pontera Solutions Inc. is an innovative fintech company that provides financial advisor software for the management of held-away accounts, including 401(k)s and 403(b)s.

By enabling advisors to efficiently manage their clients' retirement accounts alongside their other investments, Pontera helps advisors deliver more comprehensive and personalized advice, improve client outcomes, and grow their businesses.

With advanced features such as account aggregation, portfolio analysis, and automated rebalancing, Pontera's platform empowers advisors to streamline their workflows, enhance client engagement, and demonstrate their value in an increasingly competitive marketplace.

Contacts (3)

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Erin Mills

Pontera Solutions Inc.

Partnerships Marketing Director

Ben White

Pontera Solutions Inc.

Director of Public Policy

Briana Crowe

Pontera Solutions Inc.

Yoav Zurel

Pontera Solutions Inc.

Chief Executive Officer

Locations (2)

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111 W 33rd St, Fl 25, New York, NY 10120, USA

New York

111 W 33rd St, St Fl 25, New York, NY 10001, USA

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Pontera Solutions Inc.

Pontera Solutions Inc.

About

Overview

Comprehensive Software for Managing Held-Away Retirement Accounts

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Erin Mills

Ben White

Briana Crowe

Yoav Zurel

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