WASHINGTON, D.C. – The Financial Technology Association (FTA) announced financial advisor software provider and fintech innovator Pontera as its newest member. Pontera helps Americans retire better by enabling their financial advisors to securely manage 401(k), 403(b), and other employer-sponsored retirement accounts. This secure digital platform enables advisors to seamlessly manage, balance, and report on portfolios, helping deliver more comprehensive and tailored financial advice.
Joining the FTA community reinforces Pontera’s commitment to responsible innovation, secure data connectivity, and financial choice. As an FTA member, Pontera will work with other companies that are shaping the future of finance to reflect the digital transformation. Pontera bolsters FTA’s membership of fintech leaders shaping the future of finance and empowering Americans to access dynamic financial tools that meet their needs.
“Pontera is an exciting addition to our FTA ecosystem of fintech innovators,” said Penny Lee, President and CEO of the Financial Technology Association. “Thanks to Pontera, more Americans can easily and safely tap into expert advice to manage their 401(k) and other investment portfolios, setting them up for a more secure future.”
“We are thrilled to join the Financial Technology Association’s community of innovative fintech leaders,” said Yoav Zurel, Co-Founder and CEO of Pontera. “It’s critical that consumer choice is at the center of our financial system, and FTA leads the way in empowering consumers to choose their own providers. We look forward to working with like-minded fintech companies to ensure our financial policies and regulations support responsible innovation and meet the needs of American investors in the digital age.”
FTA is committed to a future of finance that enables more innovation, competition, consumer choice, and expanded access to the financial tools for success. FTA supports modernized, appropriate regulation that reflects the unique nature of digital financial products. To learn more, read FTA’s Future of Finance policy agenda.
About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, balance, and report on clients’ assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. The company’s secure, purpose-built platform, seamlessly integrated with advisors’ portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at www.pontera.com.
About FTA
The Financial Technology Association (FTA) is a network of fintech leaders shaping the future of finance. We champion the power of technology-driven financial services to catalyze innovation and advocate for modernized policies and regulations that reflect the digital transformation.