Trust
Security & compliance
ISO 27001SOC 2CCPA
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Pricing
Enterprise
Founded
2012
Team size
201-500 employees
Headquarters
New York, NY
Product Preview
Preview from pontera.com
At a glance
Best for
Financial Advisors
Integrates with
OrionBlack Diamond
Security
ISO 27001SOC 2CCPA
About Pontera
Pontera is a fintech platform that lets financial advisors securely manage and trade clients' held-away retirement accounts, such as 401(k)s and 403(b)s, that they cannot custody directly. It handles secure connectivity, rebalancing, reporting, and compliance for these accounts. It targets RIAs, wealth managers, and recordkeepers.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Not specified
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Pontera
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