Pontera celebrates its first win at the “Wealthies” by WealthManagement.com for its ongoing partnership initiatives to serve more retirement savers
NEW YORK, NY — September 7th, 2023 — Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, has received the 2023 WealthManagement.com Industry Award (the "Wealthies") in the Technology Providers category for Portfolio Management, Accounting and Performance Reporting.
Now in its ninth year, the Wealthies celebrate individuals and organizations driving success for advisors and clients. Selected from over 1,000 entries across more than 400 companies, Pontera received recognition for expanding its platform value for advisors and their clients through partnerships with firms such as Envestnet, Choreo, OneDigital, Wove (Pershing X), and Dynasty Financial Partners.
Pictured Left: Ashley Corban (SignatureFD), Alex Long (Pontera), Ben Wirtshafter (Pontera), Heather Robertson Fortner (SignatureFD). Pictured Right: Ben Wirtshafter, Alex Long, and Peter Nolan (Pontera), Lawrence Sprung (Mitlin Financial)
Pontera offers a secure and compliant path for financial advisors to manage 401(k)s, 403(b)s, and other held-away accounts. Leveraging Pontera’s technology integrations, advisors can present clients a unified view of their full financial portfolio while employing cohesive rebalancing and asset location strategies to deliver better retirement outcomes.
“WealthManagement.com’s awards have become a leading indicator of the trends driving the industry forward for both wealth professionals and their clients,” said Nicole Zheng, Chief Marketing Officer of Pontera. “It is an honor to be recognized for our ongoing work to help more Americans secure a better retirement. We hope this recognition will raise awareness of the real impact professional management of 401(k) accounts has on workers’ financial wellbeing.”
We’d also like to congratulate Heather Robertson Fortner of SignatureFD for winning Chief Executive Officer of the Year and Erin Wood, Senior Vice President of Financial Planning at Carson Group for winning Thought Leader of the year, both under the Individual RIA Firm Leader category.
Learn more about how Pontera creates value for retirement savers and advisors alike in this video featuring advisor Neal McGrath of Carson Wealth Pittsburgh and his client, Teddy Sweeney.
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.