Pontera

Pontera

New York , NY
200 Total Employees
70 Local Employees
Year Founded: 2012
At Pontera, we aspire to be the bridge to a better retirement.

Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts. Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.


Pontera Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!

Typical time on-site: 3 days a week
New York , NY

What the Team is Saying

Jack
Kelly

Articles We're In

Published on February 23, 2022

Pontera Plans to Grow Its Team After Gaining $80M

Formerly named FeeX, the fintech company plans to hire 150 people.

Technology We Use

Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
SQL
SQL
LANGUAGES
Canva
Canva
DESIGN
Google Analytics
Google Analytics
ANALYTICS
Google Docs
Google Docs
PROJECT MANAGEMENT
Google Drive
Google Drive
PROJECT MANAGEMENT
Google Slides
Google Slides
PROJECT MANAGEMENT
Illustrator
Illustrator
DESIGN
Photoshop
Photoshop
DESIGN
Tableau
Tableau
ANALYTICS
Trello
Trello
PROJECT MANAGEMENT
DocuSign
DocuSign
CRM
Outreach
Outreach
CRM
Salesforce
Salesforce
CRM
Salesforce Pardot
Salesforce Pardot
CRM