Finary vs Pontera
FinaryWealth Management
$59/yearPublished price
PonteraWealth Management Platforms
Finary Wealth Management Investir et gérer son patrimoine | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management | Wealth Management Platforms |
| What it is | Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | $59/year Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr… | 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 | Tiered plans | Not available |
| Free options | Free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2012 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | Paris, France | New York, NY |