Pontera

Pontera is a financial technology company focused on improving retirement outcomes for individuals and their advisors. They have developed a secure platform that enables financial advisors to manage 401(k) and other held-away retirement accounts without taking custody of the assets. This allows advisors to provide a more holistic approach to wealth management, helping clients achieve their financial goals.

The company's mission is to empower US workers to retire with greater wealth and financial security. Pontera works with a wide range of clients, including registered investment advisors (RIAs), broker-dealers, and some of the largest financial institutions in the country. Their technology integrates with leading portfolio management platforms, making it easier for advisors to manage their clients' retirement accounts alongside other investments.

Pontera offers a flexible work environment with a hybrid model, allowing employees to work in the office Monday to Wednesday and from home on Sundays and Thursdays. They also offer five "work from anywhere" weeks throughout the year, providing additional flexibility during summer and holiday periods. This flexibility is designed to enhance employee well-being and promote a work-life balance.

Pontera offers a comprehensive benefits package focused on employee well-being and financial security. Benefits include comprehensive medical, dental, and vision insurance, equity compensation, a 401(k) with employer match, free financial advisory, commuting benefits, sponsored learning and development, and mental health resources like therapy and coaching. In addition, Pontera provides a meal stipend, home office stipend, paid parental leave, and family planning assistance.

Pontera's mission is to empower US workers to achieve a better retirement. They aim to do this by enabling financial advisors to seamlessly manage client 401(k)s and other retirement plan accounts through their first-of-its-kind platform. Their commitment to improving retirement outcomes is reflected in their diverse and growing team of professionals across three continents, who are dedicated to helping thousands of retirement savers secure a better future.

Pontera promotes a collaborative, innovative, and growth-oriented culture that values openness, honesty, and integrity. They foster a team-first attitude and encourage employees to take ownership of their work, act with initiative, and embrace resilience in the face of challenges. They invest heavily in training, tools, and resources to empower employees to succeed, and they foster a strong team bond through various social and socially-minded events and activities.

Pontera is committed to creating a diverse, equitable, and inclusive workplace where everyone feels valued and respected. This commitment is reflected in their hiring practices, where they actively seek out diverse candidates and provide equal opportunities for all employees to succeed. They also prioritize employee development and support through training programs, mentorship opportunities, and a flexible work environment. Additionally, they foster a culture of open communication and collaboration, where employees from all backgrounds can share their perspectives and contribute to the company's success.