Pontera Stock

Founded to address the gap in professional management of retirement accounts, Pontera offers a robust platform that allows financial advisors to manage clients' 401(k), 403(b), and other held-away accounts securely and compliantly. The company, formerly known as FeeX, focuses on enhancing holistic wealth management by providing tools for asset location, consolidated reporting, and rebalancing of retirement accounts. Pontera integrates with leading financial technology firms, ensuring advisors can deliver comprehensive portfolio management. Key features include SOC 2 certified security, improved compliance with financial regulations, and the ability to optimize tax strategies. The platform’s secure framework enables advisors to view and trade within held-away accounts without ever accessing clients' credentials, ensuring the highest level of privacy and security. Pontera’s leadership includes experts in finance and technology, dedicated to revolutionizing retirement account management. By partnering with trusted firms and financial institutions, Pontera empowers advisors to offer a higher level of service, resulting in better retirement outcomes for clients. The platform’s design supports seamless integration with existing advisory workflows, making it an indispensable tool for modern financial advisors. Pontera's mission is to bridge the gap between financial advisors and clients' held-away accounts, allowing for a more integrated approach to wealth management. This ensures that all aspects of a client’s portfolio, including retirement accounts, are professionally managed and optimized for growth and tax efficiency. By providing these comprehensive services, Pontera aims to improve financial outcomes and support advisors in delivering superior service to their clients.