Overview
Pontera is a financial technology company based in New York[1] that was founded in 2012[3]. The company operates a platform designed to enable financial advisors to access and manage their clients' workplace retirement accounts, including 401(k)s and 403(b)s[2]. By providing this capability, Pontera addresses the integration of workplace retirement savings into broader financial advisory services.
The company's own site places it in New York: Address listed in footer: 350 5th Avenue, Suite 2400, New York, NY 10118. [1]
Business address: 111 W 33rd St, New York, New York, 10120. [4]
Leadership & org chart
Alumni
David GoldmanVP of Business Development
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