Vicki Roan Email

Chief People Officer . Pontera

New York, NY

Location

v****@pontera.com

Primary Email

LinkedIn

Current Roles

Employees:
227
Revenue:
$39M
About
Pontera is a fintech company on a mission to be the bridge to a better retirement for millions of Americans. We do this by enabling financial advisors to manage, trade and report on individual's 401(k)s, 403(b)s, and other held away accounts. Pontera is a SOC 2 compliant platform trusted by advisors to ensure that client data is protected, and that the client retains ultimate control of their accounts. The platform is designed to seamlessly work across account types and integrate with leading portfolio management software. Founded in 2012 as FeeX, 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.
Pontera Address
111 W 33rd St
New York, NY
United States
Pontera Email

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.