News - Pontera
WEBNews and articles about Pontera, the platform for financial advisors to professionally manage and trade 401 (k), 403 (b) and other retirement accounts.
Pontera Links With New ‘Tech-Forward’ Recordkeeper
WEB11 hours ago · Direct debiting will also add efficiency gains for advisors who offer 401(k) management to their clients, Pontera’s announcement argues. The news comes just about a week after Fidelity, the U.S ...
Pontera and 401GO partner to enable personalized 401(k) …
WEB2 days ago · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s ...
Pontera Raises $60 Million to Help US Workers Retire Better
WEBDec 7, 2023 · Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to analyze, rebalance, and report on workplace retirement account assets ...
Pontera Expands 401(k) Advice Capabilities with 401GO Partnership
WEB10 hours ago · Ted Godbout. Pontera, the fintech company that helps retirement savers access professional 401 (k) account management from their financial advisor, has announced a new strategic partnership with 401GO that will enable advisors to be paid directly from clients’ 401 (k) accounts. Working with Pontera's technology, 401GO will be able to empower ...
FinTech FeeX Secures $80M in New Investment, Changes Name to Pontera
WEBFeb 23, 2022 · Pontera allows financial advisors to securely and compliantly manage their clients’ held away accounts, such as 401(k)s and 403(b)s, as part of their overall portfolio.
Pontera Raises $60 Million to Help US Workers Retire Better - PR …
WEBNEW YORK, Dec. 7, 2023 /PRNewswire/ -- Pontera, the fintech company enabling 401 (k) participants to receive comprehensive wealth management services by personal financial advisors, has secured...
Pontera deepens advice access in 401(k) plans with 401GO
WEB1 day ago · Pontera announced that it's collaborating with 401GO, a technology-driven 401 (k) recordkeeper to let plan participants directly access professional 401 (k) management services from their advisors ...
Pontera has raised $60 million to help people retire better in …
WEBDec 7, 2023 · Pontera has raised $60 million in a funding round led by ICONIQ Growth, along with additional participation from Blumberg Capital, Collaborative Fund, Hanaco Ventures, Lightspeed Venture Partners, and The Founders Kitchen. This brings our total investment to $160 million to date.
Pontera and Stifel Partner to Help 401(k) Participants Pursue Their ...
WEBMay 14, 2024 · Gaining a clear view of their clients' 401(k)s through Pontera will help Stifel advisors deliver holistic guidance that yields better outcomes and peace of mind for clients.
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