Pontera and Orion, a leading advisor tech company, announce a first-of-its-kind collaboration that will enhance and streamline investment management including 401(k)s
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Pontera announces its first advisory firm partnership of 2025 with Hightower, the fifth largest U.S. registered investment advisor.
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New York-based fintech provider Pontera announced that it is now collaborating with Hightower Advisors to assist in managing clients’ held-away assets.
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Financial Advisor reports a Pontera 401(k) survey found that investors who work with an advisor boost not only their retirement confidence but their contribution levels -- and are ready to pay for their advisor’s expertise.
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With Pontera's latest platform partnership, IAA’s 140 partner firms will be able to view, analyze and manage clients’ 401(k)s and other workplace plan accounts
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Pontera has formed a partnership with Independent Advisor Alliance (IAA), enabling its advisors to offer enhanced wealth management services by integrating workplace retirement accounts into their holistic financial planning process.
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