Tag : Pontera

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
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