The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business model. Pontera, a financial technology firm that ...

New findings from Pontera reveal that 59% of advisers made the decision not to roll over their clients’ 401(k) into an IRA or other account in 2022, due to better benefits offered by the existing ...

Envestnet is amplifying its already considerable influence across the wealth space as it forges strategic partnerships with two other fintech firms. The wealth technology behemoth has entered into two ...

Fintech company Pontera has secured $60 million in a funding round led by ICONIQ Growth to bolster its suite of 401(k) management offerings. Processing Content Founded in 2012 and formerly known as ...

Pontera's technology enables advisors to securely and compliantly manage their client’s 401(k)s, 403(b)s and other commonly held-away accounts It's platform is client-permissioned and enables advisors ...

NEW YORK, Oct. 8, 2025 /PRNewswire/ -- Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Rhode Island Securities Division's newly ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Pontera, a technology provider serving advisors in managing held-away assets, is pushing ...

Pontera, the fintech firm with a focus on helping advisors manage and oversee held-away retirement assets, has forged a new partnership with hybrid RIA Snowden Lane, while Opto Investments helps an ...

Zheng brings to the fast-growing fintech company more than a decade of experience in marketing and startup leadership, from early stage to public markets NEW YORK--(BUSINESS WIRE)--Pontera, a ...

NEW YORK--(BUSINESS WIRE)--AssetBook, a SaaS-based portfolio monitoring and reporting solution, today announced its partnership with fintech company Pontera to help financial advisors holistically ...

A new app, new integrations and a new networking platform round out a bevy of recent wealthtech announcements for advisors. Schwab is replacing an app it uses to connect with Salesforce. Pontera, ...