Pontera
Revenue Operations Manager
New York, NY | $130K - $160K
- 51-200 employees
- Software, Biotechnology, Information Technology, Technology, Software Development, Pharmaceuticals, Medical Devices, Cloud Computing, Telecommunications, Healthcare
- Privately Held
- Last round: Dec 1, 2021
- Last round: US$ 45.1M
- New York, NY
- Company Specialties:
Personal Finance, Held Away Accounts, 401(k), Asset Management, Order Management System, Financial Advisory, Financial Wellness, Retirement, Wealth Tech, Wealth Management, FinTech, and Advisor Tech
Company information
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com. Founded in 2012, Pontera is headquartered in New York City and now serves thousands of advisors, including some of the largest RIA and Broker Dealer firms across the country. If you are interested in helping everyday people get the professional guidance they need to make the most out of their retirement savings, join us.
