Our mission
We exist to help people retire better by ensuring that they can work with the advisor they trust and enjoy the same level of service and care regardless of where their assets sit.
Founded in 2012, we work with financial advisors, recordkeepers, retirement plan advisors, and portfolio management platforms, including some of the largest institutions in the country, to make our mission a reality.
Our vision
We are dedicated to empowering millions of retirement savers to build a better future.
Awards
Our partners
Pontera has built partnerships with some of the largest firms in the financial services industry and major providers of wealth management software. We are open to new engagements that align with our mission to create better retirement outcomes.

Our investors











