Pontera

HQ
New York, New York, USA
Total Offices: 3
300 Total Employees
Year Founded: 2012
At Pontera, we aspire to be the bridge to a better retirement.

Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.

At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.

Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.


Pontera Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!

Typical time on-site: 3 days a week
HQNew York, New York, USA
Poland
Herzliya, Israel
Learn more

What the Team is Saying

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Technology We Use

AWS (Amazon Web Services)
AWS (Amazon Web Services)
SERVICES
C#
C#
LANGUAGES
CSS
CSS
LANGUAGES
Cypress
Cypress
FRAMEWORKS
Docker
Docker
FRAMEWORKS
GitHub
GitHub
SERVICES
Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
Kubernetes
Kubernetes
FRAMEWORKS
Playwright
Playwright
FRAMEWORKS
Python
Python
LANGUAGES
SQL
SQL
LANGUAGES
Terraform
Terraform
FRAMEWORKS
Jenkins
Jenkins
SERVICES
TeamCity
TeamCity
SERVICES
Argo CD
Argo CD
SERVICES
Grafana
Grafana
SERVICES
Prometheus
Prometheus
SERVICES
Pytest
Pytest
FRAMEWORKS
Selenium
Selenium
FRAMEWORKS
Helm
Helm
FRAMEWORKS
Canva
Canva
DESIGN
Figma
Figma
DESIGN
Google Analytics
Google Analytics
ANALYTICS
Google Docs
Google Docs
PROJECT MANAGEMENT
Google Drive
Google Drive
PROJECT MANAGEMENT
Google Slides
Google Slides
PROJECT MANAGEMENT
Illustrator
Illustrator
DESIGN
JIRA
JIRA
PROJECT MANAGEMENT
Monday.com
Monday.com
PROJECT MANAGEMENT
Photoshop
Photoshop
DESIGN
Tableau
Tableau
ANALYTICS
Trello
Trello
PROJECT MANAGEMENT
DocuSign
DocuSign
CRM
Outreach
Outreach
CRM
Salesforce
Salesforce
CRM
Salesforce Pardot
Salesforce Pardot
CRM