Cubbie Points
Pontera
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
- Headquarters
- New York, New York
- Company size
- 201-500 employees
- Founded
- 2012
Product overview
- 401(k) and workplace retirement account management
- Portfolio rebalancing and asset allocation optimization
- Enterprise-grade security and data protection
Buyer research
Unlock the full Pontera profile
Create a free account and complete onboarding for buyer research and procurement details.
Create free accountAlready joined? Log in
Buyer fitUnlock buyer fit
Procurement detailsUnlock procurement details
ImplementationUnlock implementation
IntegrationsUnlock integrations
Customer evidenceUnlock customer evidence
AlternativesUnlock alternatives
VendorUnlock vendor
Is this your product?Claim this profile