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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 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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  • Press Releases

07 / 14 / 22

Pontera and Hilltop Wealth Advisors Announce Partnership
Pontera and Hilltop Wealth Advisors have partnered to allow Hilltop's financial advisors to utilize the platform for held away account management. Chris Hostetler, CFP, Financial Advisor and Partner at Hilltop Wealth Advisors said: "Through our partnership with Pontera, our advisors gain the additional capability to securely manage clients’ retirement accounts as part of our holistic approach to wealth management."
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  • Press Releases

06 / 30 / 22

GeoWealth Adds Integration With Pontera
Chicago-based TAMP GeoWealth added an integration with Pontera to improve RIAs' access to held away account data and the ability to manage their clients' 401(k) and other retirement accounts. With Pontera’s technology, GeoWealth can now incorporate held away data alongside custodied accounts for performance reporting and billing.
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  • Press Releases

06 / 09 / 22

Pontera and RFG Announce Partnership
Hybrid RIA RFG Advisory has partnered with Pontera to enable their independent financial advisors to securely manage more of their clients' portfolios and help them reach a better retirement.
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05 / 26 / 22

Wealthcare Adds Partnership with Pontera to its Platform
Wealthcare added a partnership with Pontera to its GDX360 wealth management platform to allow its users to benefit from Pontera's held away account management capabilities, including trading without taking custody.
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