Displaying 15 results
Pontera unveils 401(k) mega-partnership with Stifel
The collaboration will let over 2,400 advisors manage retirement plan assets for more than 200,000 clients across the wealth giant’s enterprise.
Pontera gains DC street cred with veteran hires
The fintech is raising its profile in the 401(k) space with three veteran hires who boast a collective track record of nearly 70 years.
Pontera extends 401(k) platform with Ameritas alliance
The fintech will provide access to its workplace retirement account platform for advisors at the firm.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Savant boosts advisors’ 401(k) management with Pontera partnership
RIA hails 'significant operation improvements' from fintech platform.
Helping clients be more realistic about their investing horizon
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
SignatureFD adds Pontera platform to grow 401(k) business
Pontera’s alliance with the Atlanta-based wealth manager is the latest in a string of deals designed to give financial advisors the ability to manage client assets in held-away accounts.
Fintech Bytes: InvestCloud, 55ip and Broadridge
Plus a couple of fintech fundraising announcements and another alternatives platform hits the market.
Fintech Bytes: TD Ameritrade updates trading software, Vanguard enhances robo
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
Fintech Bytes: Dynasty partners with Pontera, Orion joins up with Apex
A roundup of the week's fintech news for financial advisers.
Pontera expands access to held-away account management with GeoWealth partnership
Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.
Morningstar Office users now can manage held-away accounts
The deal with fintech Pontera provides ability to do more complete household reporting.
SageView partners with Pontera to help advisers manage held-away accounts
Pontera, formerly known as FeeX, allows advisers to work with client accounts that are held away from the firm, like 401(k)s.
FeeX lands $80 million and relaunches as Pontera
In addition to a recent deal with Carson Group in October, other partnerships with Orion Advisor Solutions and Advyzon have proved successful for the company, which claims to have grown 300% in the past three years.
