Pontera vs Wealth Access
PonteraWealth Management Platforms
Wealth AccessFaculty Management Software
Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | Wealth Access Faculty Management Software Connect Your Data. See As One. Where Every System Speaks the Same Language | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Faculty Management Software |
| What it is | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. | Client portal and data aggregation platform for wealth management firms to engage clients holistically. |
| Pricing | ||
| Published price | 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… | Wealth Access's current public materials do not expose a dependable numeric starting price. Commercial pricing is treated as sales-led or quote-based. |
| 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 | 2012 | 2010 |
| Team size | 201-500 employees | 51-200 employees |
| Headquarters | New York, NY | Nashville, TN |