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
WEB1 day 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) …
WEB3 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 - Yahoo Finance
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
WEB2 days 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 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.
Pontera Partners with CAPTRUST to Enable Enhanced Retirement …
WEBFeb 15, 2024 · Pontera helps retirement savers access professional 401 (k) account management from their trusted financial advisor. The partnership boosts the ability of CAPTRUST financial advisors to deliver...
Pontera Partners with CAPTRUST to Enable Enhanced Retirement …
WEBFeb 15, 2024 · Pontera, the fintech company helping retirement savers access professional 401(k) account management from their trusted financial advisor, today announced that CAPTRUST Financial Advisors, one of...
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