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InvestCloud vs Pontera

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InvestCloudWealth Management Platforms

PonteraWealth Management Platforms

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Wealth Management Platforms

Overview

Focus

Wealth Management Platforms

Product

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.

Website

Headquarters

West Hollywood, California

New York, New York

Company size

1,001-5,000 employees

201-500 employees

Founded

2010

2012

Pricing details

Source updated

Oct 29, 2026

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