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Broadridge vs Pontera

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BroadridgeWealth Management Platforms
PonteraWealth Management Platforms
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Wealth Management Platforms

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Wealth Management Platforms

Overview
Focus
Wealth Management Platforms
Wealth Management Platforms
Product
Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Headquarters
Lake Success, NY
New York, NY
Company size
10,001+ employees
201-500 employees
Founded
2007
2012
Pricing details
Plan
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Published rate
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Billable seats
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Free options
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Other costs
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Pricing source
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Source updated
Oct 14, 2026
Oct 14, 2026

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Wealth Management Platforms