Pontera

Infrastructure for modern, connected retirement planning

[Pontera @Pontera]

MJP Wealth Advisors used Pontera to bring employer-sponsored retirement plans into the advisory relationship to deliver more connected, more proactive guidance.

Learn how they’re using technology to better serve their clients: https://t.co/iZiVobcnCM

[Pontera @Pontera]

This New York Times piece is a good reminder: Target-Date Funds have made retirement investing more approachable by bringing simplicity and automation to millions of workers.

But some retirement savers may need a more personalized approach.

https://t.co/YMiC106yxg

[Orion WealthTech @orionwealthtech]

Orion + @Pontera are expanding our integration 🤝

Advisors can now bring 401(k)s, 403(b)s & more into Orion Eclipse workflows — enabling tax-aware strategies, portfolio rebalancing at scale, and a more complete client view.

Learn more: https://t.co/HE3D8Upelj

[InvestmentNews @investmentnews]

#INTV: David Goldman, a 2025 InvestmentNews Hot List winner, leads Pontera with a mission to empower advisors through technology—enhancing retirement outcomes while preserving the human relationships that matter most.

https://t.co/1duFcSf5SB

[Pontera @Pontera]

In his conversation with @TheDailyUpside, Pontera’s Steve Wolf shares what advisors are seeing as retirement continues to shift toward individual responsibility:

Watch the full interview: https://t.co/z3RTPXbqei

[Pontera @Pontera]

Holistic advice starts with the full picture.

See how Orion Eclipse × Pontera helps bring held-away assets into your portfolio management workflow: https://t.co/jyLJhyMtZD

[Pontera @Pontera]

Meet the Pontera team at Future Proof Citywide next week!

Stop by Booth 413 to see how Pontera helps advisors bring 401(k)s into view—enabling more complete advice, stronger client relationships, and sustainable growth for your clients and your firm.

See you in Miami Beach!

[Bryn Taylor @bryntaylor99]

New sites added to https://t.co/MPL69APvdt this week ↓

Featuring: @ptrzzni, @heyequals, @sanity_io, @brian_lovin, @ONBOXcreative, @devinsfountain, @Pontera, @adieldesign, @evervault, @MadeByShape

[Pontera @Pontera]

Pontera is proud to partner with @AspenInstitute to define the future of retirement advice.

Here are some key takeaways from the 2025 Workers’ Wealth Lab from our Sr. Director of Public Policy, Ben White: https://t.co/sBTiSCV7El

[Pontera @Pontera]

The Orion Eclipse × Pontera integration brings 401(k)s into the same workflows advisors already use to build, oversee, and rebalance portfolios—setting the gold standard for holistic wealth management.

@orionwealthtech

[Pontera @Pontera]

Today, we’re unveiling a new-and-improved look and feel for Pontera — one that better reflects our role connecting savers, advisors, and plans.

Take a look at what’s next for Pontera: https://t.co/W4aWLCfWse

[Financial Technology Association @fintechassoc]

Your 401(k) is likely your biggest asset – so why is comprehensive financial advice on it so hard to access?

New #FintechExplained: Zachary Pardes at @Pontera on bridging that gap through secure tech that enables holistic retirement planning.

[Financial Technology Association @fintechassoc]

February #FintechExplained is here 📬

This month: @Pontera on transforming retirement planning to help Americans get comprehensive financial advice that includes their 401(k), often their largest asset.
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[Pontera @Pontera]

We’re proud to share that our CEO, @YoavZurel, has been named one of Financial Planning’s top 20 people who will shape wealth management in 2026.

Read the full list from @finplan: https://t.co/5iaE5XUAki

[Pontera @Pontera]

Pontera has been named one of The Financial Technology Report’s Top 50 Fintech Companies of 2025.

We’re proud to see our mission recognized among industry leaders shaping the next era of fintech.

https://t.co/HDivBvQU45

[Pontera @Pontera]

Top advisors don't wait for January.

Before the year wraps, they strengthen relationships, review goals, & ensure every account—including 401(k)s—fits into a holistic plan.

Here are 6 ways to help set your clients (and your firm) up for success in 2026: https://t.co/RIPnugxhzl

[Pontera @Pontera]

There’s no gray area when it comes to giving retirement savers the help and guidance they deserve from a financial advisor of their own choosing.

Read more from @investmentnews: https://t.co/CTzmgOlY6t

[Pontera @Pontera]

Scottsdale, we’re coming for you! 🌵

Meet us at PlanAdviser360 from November 2–5 at the Westin Kierland to see how Pontera is transforming how advisors manage retirement accounts and improve client outcomes.

Find our team at booth 113 — and let’s talk about what’s next for retirement innovation. 💬

#PlanAdviser360 #Pontera #RetirementFreedom #Fintech

[Pontera @Pontera]

“Who is Fidelity to say you shouldn’t have access to a service like Pontera is providing?”

On @FOX2now, Dr. Doellman raised a question every retirement saver should be asking.

It’s time to #FreeYour401k

https://t.co/bUwnwICXCZ

[Pontera @Pontera]

Yesterday’s @USATODAY article highlights the growing fight for retirement saver choice — and our role in empowering people to work with the advisors they trust.

It’s your money. You deserve choice, not captivity.

https://t.co/r4VHCZuywG

#FreeYour401k #Pontera