Corestone vs Pontera
CorestoneOther
CustomPublished price
PonteraWealth Management Platforms
Corestone Other Wealth infrastructure for global UHNW. | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Other | Wealth Management Platforms |
| What it is | Wealth infrastructure for global UHNW. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | Custom No public pricing found; the corestoneglobal.com site returns no reachable content and the Corestone name maps to several distinct financial/advisory entities, so no product-speci… | 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 | 2019 | 2012 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | New York, NY | New York, NY |