Pontera

Pontera empowers advisors to see, trade, and manage client assets in 401k, 403b, 529, and other held away accounts. This empowers advisors to offer comprehensive, holistic services to their end clients, and enables end-clients to rest assured that the entirety of their portfolios are purposely directed. Pontera clients range from Fortune 100 financial services firms and large independent broker dealers, to small independent RIA’s and advisory firms. We recently raised a large round of capital from some of the world's top VCs and are aggressively growing our team.