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.
  • A financial advisor speaks to her client on the phone about using Pontera to manage their retirement account
  • A man holds his child while he imagines what his future retirement can look like

Our vision

We are dedicated to empowering millions of retirement savers to build a better future.

Our Team

Pontera has developed a diverse, customer-focused team of problem solvers, creative thinkers, engineers and seasoned financial services experts focused on finding solutions that benefit everyone.

Our Team

Pontera has developed a diverse, customer-focused team of problem solvers, creative thinkers, engineers and seasoned financial services experts focused on finding solutions that benefit everyone.

Our Team

Pontera has developed a diverse, customer-focused team of problem solvers, creative thinkers, engineers and seasoned financial services experts focused on finding solutions that benefit everyone.
Recent news coverage
Recent news coverage
Recent news coverage
Recent news coverage
Awards
Awards
Awards
  • 2024 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform (second consecutive year)

    2024 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform (second consecutive year)

  • 2023 "Wealthies" Wealth Management Industry Award

    Winner in Technology Providers category for Portfolio Management, Accounting and Performance Reporting.

    2023 "Wealthies" Wealth Management Industry Award

    Winner in Technology Providers category for Portfolio Management, Accounting and Performance Reporting.

  • 2023 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform.

    2023 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform.

  • 2024 "Wealthies" Wealth Management Industry Awards

    Winner in Retirement Plan Support and Advisor Services category for 401(k) Technology

    2024 "Wealthies" Wealth Management Industry Awards

    Winner in Retirement Plan Support and Advisor Services category for 401(k) Technology

  • 2025 ThinkAdvisor Luminaries Award

    Finalist in Firm Award - Thought Leadership and Education Category: Technology Platforms, Products and Services Subcategory: Investment Management

    2025 ThinkAdvisor Luminaries Award

    Finalist in Firm Award - Thought Leadership and Education Category: Technology Platforms, Products and Services Subcategory: Investment Management

  • 2025 InvestmentNews Hot List

    Winner: Dave Goldman

    2025 InvestmentNews Hot List

    Winner: Dave Goldman

  • 2024 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform (second consecutive year)

  • 2023 "Wealthies" Wealth Management Industry Award

    Winner in Technology Providers category for Portfolio Management, Accounting and Performance Reporting.

  • 2023 FinTech Breakthrough Awards

    Winner for Best Retirement Management Platform.

  • 2024 "Wealthies" Wealth Management Industry Awards

    Winner in Retirement Plan Support and Advisor Services category for 401(k) Technology

  • 2025 ThinkAdvisor Luminaries Award

    Finalist in Firm Award - Thought Leadership and Education Category: Technology Platforms, Products and Services Subcategory: Investment Management

  • 2025 InvestmentNews Hot List

    Winner: Dave Goldman

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

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

Pontera Solutions Inc. All rights reserved.

Copyright Pontera Solutions Inc. All rights reserved

2026

©

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.