Pontera Employee Directory
Software DevelopmentNew York, United States201-500 Employees
Pontera is a fintech software company that focuses on helping financial advisors manage clients' workplace-sponsored retirement accounts, including 401(k)s and 403(b)s, in a secure and compliant way. Its platform is designed to handle multiple account types and to integrate with existing portfolio management tools, supporting advisors as they work to improve client outcomes. Founded in 2012, Pontera is headquartered in New York City. Its primary customers are financial advisors and wealth managers who oversee retirement accounts for individual clients, addressing the challenge of held-away assets by providing access and management capabilities across account types. In 2026, Pontera expanded its ecosystem through a partnership with Orion Advisor Solutions to bring held-away retirement account data into Orion Eclipse, offering advisors a more consolidated view when constructing and trading portfolios.
1-888-653-2347 
support@leadiq.com 
