Product Partnership – 5/15/24
Envestnet and Salesforce announce collaboration; Pontera and Stifel help 401(k) participants pursue retirement goals; Kashable and BrightDime launch partnership to...
Tag: Pontera
Product Partnerships – 4/17/24
Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...
Pontera Adds 3 Execs With 401(k) Industry Experience
Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.
Product Partnerships – 3/6/24
Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch...
Product & Service Launches – 2/15/24
CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...
Product Partnerships – 2/7/24
Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...
Product Partnerships – 1/24/24
Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...
Pontera Snags $60M Investment
The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.
Product Partnerships – 11/8/23
Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...
Product Partnerships – 10/25/23
Pontera and Kovack announce partnership; Russell Investments partners with Venerable; NewEdge Wealth adds iCapital to alternative investment platform; and more.
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Pontera Adds RIA Summit Financial to 401(k) Management Platform
Another financial investment advisory can now bring clients’ “held-away” retirement saving accounts under management.
Pontera CEO: Advisers Agnostic as to Where Retirement Assets Sit
The fintech firm connecting advisers to 401(k) account management announced another in a string of partnerships Thursday with Founders Financial,...
Pontera Says Rollover Not Always Superior to 401(k)
New findings reveal 59% of advisers opted not to roll over a client's 401(k) into an IRA in 2022.
Adviser Product Partnerships
RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand...