Trusted by wealth management firms and technology providers

Advisors choose Pontera to provide more value to clients

Advisors choose Pontera to provide more value to clients

Advisors choose Pontera to provide more value to clients

Better retirement, built together

Empowering choice, enabling collaboration, and elevating outcomes.

Retirement saver

Financial advisors & wealth managers

Defined contribution

Plan advisors

Employers & plan sponsors

Recordkeepers

Retirement saver

Financial advisors & wealth managers

Defined contribution

Plan advisors

Employers & plan sponsors

Recordkeepers

Retirement saver

Financial advisors & wealth managers

Defined contribution

Plan advisors

Employers & plan sponsors

Recordkeepers

Connect. Manage. Grow.

Pontera platform on a computer screen displaying client balance, funds added and removed, expense ratio, returns, and asset allocation chart.
Pontera platform on a computer screen displaying client balance, funds added and removed, expense ratio, returns, and asset allocation chart.
Pontera platform on a computer screen displaying client balance, funds added and removed, expense ratio, returns, and asset allocation chart.

Trusted by savers & advisors across the U.S.

ISO/IEC 27001:2022 certified

88%

client adoption rate

integrates with Orion, Black Diamond

+31

350 5th Avenue, Suite 2400, New York, NY 10118

Pontera Solutions Inc. All rights reserved.

Copyright Pontera Solutions Inc. All rights reserved

2026

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Pontera’s services do not provide legal, tax, or other financial or investment advice, and should not be used as a source for making decisions regarding the foregoing. The information provided through Pontera’s platform is not a substitute for professional financial services. Investing in mutual funds, exchange traded funds, or other securities carries inherent risk to all or part of the amount invested and past performance information is not indicative of future returns. Subject to applicable law, under no circumstances will Pontera be liable for any decisions made, or actions taken or not taken, based on the use of the services or for any investment losses suffered as a result of the use of the services. Pontera market data is provided by Refinitiv.