
About Pontera
The name Pontera was born out of our aspiration to be the bridge to better retirement.
We deliver a secure and seamless platform for financial advisors to manage 401(k) and other held away accounts.
Our mission
We exist to to help people retire better by ensuring that they can work with the advisor they trust and enjoy the same level of service and care regardless of where their assets sit.
Founded in 2012, we work with financial advisors, recordkeepers, retirement plan advisors, and portfolio management platforms, including some of the largest institutions in the country, to make our mission a reality.
Our vision
We are dedicated to empowering millions of retirement savers to build a better future.
Our partners
Pontera has built partnerships with some of the largest firms in the financial services industry and major providers of wealth management software. We are open to new engagements that align with our mission to create better retirement outcomes.
Our investors











