InvestCloud vs Pontera
InvestCloudWealth Management Platforms
CustomPublished price
PonteraWealth Management Platforms
InvestCloud Wealth Management Platforms A Smarter Financial Future Starts with People | Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools. | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. |
| Pricing | ||
| Published price | Custom InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici… | 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 | 2010 | 2012 |
| Team size | 1001-5000 employees | 201-500 employees |
| Headquarters | West Hollywood, CA | New York, NY |