Pontera vs Wealth.com
PonteraWealth Management Platforms
Wealth.comFinancial Planning and Analysis
Pontera Wealth Management Platforms Infrastructure for modern, connected retirement planning | Wealth.com Financial Planning and Analysis The Leading Estate & Tax Planning Software for Financial Advisors | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Financial Planning and Analysis |
| What it is | Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts. | Estate planning platform for advisors and clients. |
| 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… | Not published |
| Pricing model | Not available | Custom quote |
| Free options | No free plan · No free trial | No free plan |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2022 |
| Team size | 201-500 employees | 51-200 employees |
| Headquarters | New York, NY | Austin, TX |