Infrastructure for modern, connected retirement planning
New York, NY
Joined April 2009
- Tweets521
- Following632
- Followers835
- Likes612
Pinned Tweet
Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.
Save your seat: riverside.com/webinar/regist…
Pontera retweeted
Join leaders from @orionwealthtech, @GeoWealthTech, Compound Planning, @FPA_MetroNY, & Pontera for a conversation about building a tech stack for the future of wealth management.
Save your seat: riverside.com/webinar/regist…
Pontera retweeted
The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.
We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: riverside.com/webinar/regist…
The best tech stack isn’t the one with the most tools. It’s the one where the tools work together.
We’ll unpack these ideas with leaders from @orionwealthtech, @GeoWealthTech, @Compound, @fpassociation, & Pontera. Don’t miss it: riverside.com/webinar/regist…
If Pontera is already available at your firm, which eligible client could you bring into the picture next?
Here’s how top advisors make 401(k) management an easy “yes”: youtu.be/sTjsCyaGPgA?si=hJQW…
Learn more about the value of professional portfolio management: pontera.com/resources/conten…
Pontera retweeted
2/ 8 in 10 Americans use fintech to manage their financial lives, with the average person using 3 to 4 apps. Fintech continues to deliver easier-to-use, more transparent, and more affordable financial products for Americans.
LAST CHANCE: Learn the market opportunity behind holistic 401(k) management and how @AdvisorEngine and Pontera work together across advisor workflows.
2PM ET today.
Get a live demo and Q&A: riverside.com/webinar/regist…
Join @AdvisorEngine and Pontera for a live webinar TOMORROW to see how connected technology helps advisors streamline operations, grow their firm, and amplify client value.
riverside.com/webinar/regist…
🚨 Today’s the day. We’re going live at 1 p.m. ET for an AMA-style roundtable with retirement experts and @401kspecmag.
Last chance to register: pontera.com/resources/events…
Pontera retweeted
Who gets a say in the future of 401(k) advice?
On Sept. 2, @Pontera is bringing together leaders to discuss technology, access to advice, and consumer choice.
📅 September 2 | 1 PM ET
💻 Virtual
Learn more and register: pontera.com/resources/events…
Pontera & @401kspecmag are bringing together experts from regulation, retirement policy, fintech, & wealth management for a live roundtable on technology, trust, & the future of 401(k) advice.
They’ll be answering your top questions. Register here: pontera.com/resources/events…
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: pontera.com/resources/blog/m…
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.
nytimes.com/2026/03/29/busin…
Pontera retweeted
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: bwnews.pr/4miLPF4
Pontera retweeted
#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.
hubs.la/Q0490m6p0
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: thedailyupside.com/advisor/w…
Holistic advice starts with the full picture.
See how Orion Eclipse × Pontera helps bring held-away assets into your portfolio management workflow: pontera.com/lp/orion
