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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Pontera

Profile

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors improve financial outcomes through more comprehensive investment management. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.

Find us at the event

  • Stand number
  • 222

We're bringing you

  • Turning Data into Growth Decisions

    1:40pm