Allfunds Tech vs Pontera
Allfunds TechWealth Management Platforms
CustomPublished price
PonteraWealth Management Platforms
Allfunds Tech Wealth Management Platforms Connecting you to growth | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | European wealth management distribution platform offering mutual fund distribution for banks. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | Custom No public pricing. Allfunds is a B2B WealthTech platform for financial institutions; dealing/execution, data, RegTech and digital tools are contracted per institution based on ass… | No public rate card. Industry reporting (Kitces) states Pontera charges advisors roughly 30 basis points (0.30%) per year on the held-away assets managed through the platform; adv… |
| Pricing model | Custom quote | Not available |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2000 | 2012 |
| Team size | 501-1000 employees | 201-500 employees |
| Headquarters | Madrid, Spain | New York, NY |