iCapital vs Pontera
iCapitalWealth Management Platforms
PonteraWealth Management Platforms
iCapital Wealth Management Platforms Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Alternative investment platform providing technology for advisors to access private markets products. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | iCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. | 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… |
| 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 | 2013 | 2012 |
| Team size | 501-1000 employees | 201-500 employees |
| Headquarters | New York, NY | New York, NY |