The partnership with the recordkeeper comes on the heels of Fidelity warning it would block Pontera’s third-party 401(k) credentialing business model. Pontera, a financial technology firm that ...

New findings from Pontera reveal that 59% of advisers made the decision not to roll over their clients’ 401(k) into an IRA or other account in 2022, due to better benefits offered by the existing ...

Envestnet is amplifying its already considerable influence across the wealth space as it forges strategic partnerships with two other fintech firms. The wealth technology behemoth has entered into two ...

Fintech company Pontera has secured $60 million in a funding round led by ICONIQ Growth to bolster its suite of 401(k) management offerings. Processing Content Founded in 2012 and formerly known as ...

NEW YORK, Oct. 8, 2025 /PRNewswire/ -- Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Rhode Island Securities Division's newly ...

Pontera's technology enables advisors to securely and compliantly manage their client’s 401(k)s, 403(b)s and other commonly held-away accounts It's platform is client-permissioned and enables advisors ...

A new app, new integrations and a new networking platform round out a bevy of recent wealthtech announcements for advisors. Schwab is replacing an app it uses to connect with Salesforce. Pontera, ...

NEW YORK, Feb. 15, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers access professional 401(k) account management from their trusted financial advisor, today announced that ...

FeeX, a fintech company managing client retirement accounts like 401(k)s and 403(b)s, has landed $80 million in three recent funding rounds, and will launch as a rebranded firm called Pontera. The ...

Zheng brings to the fast-growing fintech company more than a decade of experience in marketing and startup leadership, from early stage to public markets NEW YORK--(BUSINESS WIRE)--Pontera, a ...

NEW YORK--(BUSINESS WIRE)--Financial technology company Pontera, formerly known as FeeX, announced today that it had entered into an integration agreement with Morningstar, Inc. to enable financial ...