News

  • Press Releases

11 / 21 / 22

Great Valley Advisor Group Selects Pontera to Provide Tailored Retirement Solutions to Advisors
The integration with Pontera is part of GVA's commitment to providing top resources to improve the overall experience of their clients. GVA’s advisors can leverage the Pontera platform to gain a more complete picture of their clients' financial well-being and can securely manage, view, report, supervise and bill on retirement and other held away accounts.
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  • Press Releases

11 / 09 / 22

Choreo Chooses Pontera to Strengthen Client-First Approach with Held Away Asset Management
Choreo recently engaged with Pontera to enhance its growing tech stack and continue elevating client experience. Their advisors now have access to greater insight into their clients' assets, and can reallocate investments within retirement accounts.
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  • Press Releases

09 / 21 / 22

Pontera Appoints Nicole Zheng as Chief Marketing Officer
Zheng brings more than 10 years of marketing leadership and strategy execution experience to Pontera. She most recently served as President and CMO at Minim (NASDAQ: MINM)
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  • Press Coverage

09 / 12 / 22

RIA Intel: Three Big Questions: Part 1
Pontera Chief Business Officer, David Goldman, provides his opinion on inflation as a risk to investors.
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  • Press Coverage

08 / 22 / 22

Financial Advisor IQ: Dynasty Partnership to Help with RIA Client’s Retirement Accounts
"Dynasty Financial Partners has partnered with financial technology company Pontera to fully manage 401(k), 403(b) and other held away accounts for clients of the registered investment advisor firms in Dynasty’s network."
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  • Press Releases

08 / 17 / 22

Pontera and Dynasty Financial Partners Announce Partnership
Dynasty Financial Partners, the leading provider of back and middle-office outsourced solutions for RIAs, has partnered with Pontera. Leveraging Pontera's SOC 2 certified platform, RIAs in Dynasty's network can now fully manage 401(k), 403(b), and other held away accounts for their clients in a secure and compliant manner.
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