Have you heard? Oppenheimer & Co. Inc., a top broker and investment bank, is working with Pontera to manage clients' 401(k) accounts. Americans want expert help with workplace accounts; Pontera offers advisors a secure solution to provide that help. Learn more at tinyurl.com/mthenxbs

Are you an #RIA attending #SchwabIMPACT? Stop by Pontera (Booth #306) to see how our secure #401k management platform can help you deliver more value to clients AND grow your business. Schedule an on-site meeting today hubs.li/Q02YVFWW0 #fintech #retirement #retirebetter

Know a financial advisor who would benefit from using Pontera? Refer them at hubs.li/Q02-7wXp0. #retirebetter #401k #betteradvice #retirement #financialplanning #fintech

ICYMI: Pontera and @Independentaa announced a partnership that will enable IAA's 230+ advisors in 140 partner firms to offer 401(k) management for their clients and deliver a more comprehensive client service. hubs.li/Q02_tgK00 #retirebetter #retirement #401k #fintech

You already know there are lots of reasons why using Pontera is good for clients and for your business. So help spread the word: Refer an advisor to Pontera at hubs.li/Q02_Mbxs0 and you both can earn a $75 gift card. #retirebetter #401k #betteradvice #retirement

Looking for the perfect gift? Refer an advisor to Pontera at hubs.li/Q030f8Bz0 and you both can earn a $75 gift card AND help more clients realize the benefits of secure, professional 401(k) management. #retirebetter #401k #betteradvice #retirement #financialplanning

As we celebrate this holiday season, the Pontera team is filled with gratitude for your trust and partnership. We wish you joy, peace, and many special moments this season. #ThankYou #HappyHolidays #SeasonOfGiving #peace

Happy New Year from our team to yours! Here’s to a 2025 brimming with success, growth, and new opportunities. We at Pontera can’t wait to continue this journey together. Cheers! #ThankYou #HappyHolidays #SeasonOfGiving

We’re ringing in 2025 with a new partnership: Hightower! 🎉 Hightower’s 140 advisory teams across 34 states can now seamlessly manage their clients' 401(k)s by leveraging the secure Pontera platform. tinyurl.com/ujc286mx #retirement #401k #retirebetter #wellth

Pontera is gearing up to attend the Fin. Svcs. Institute #OneVoice2025 conference later this month. We can’t wait to connect with our industry partners in the FSI, meet some future partners, and “Level Up” for the coming year. See you there! #401k #retirement #fintech #retirement

Leveling the retirement playing field hubs.li/Q032Wv6m0

Time to Level Up! Pontera is attending the Fin. Svcs. Institute #OneVoice2025 conference next week in Grapevine, Tex. Drop us a line if you're going! tinyurl.com/32t6vkey #401k #retirement #fintech #retirebetter

🚀 Exciting news! The latest Pontera blog is out. For many American families, 401(k)s and other workplace accounts represent their largest source of retirement savings for long-term financial wellness. Unfortunately, some communities face challenges due to historical, social, or

Pontera is proud to be a sponsor of the @Orion 2025 #OrionAscent conference. If you're in Orlando next week, join us at Booth 1015 to learn more about our partnership with Orion, the premier provider of #wealthtech for financial advisors. We look forward to seeing you there!

If you're a financial advisor attending the Orion WealthTech #OrionAscent conference, Feb. 3-6, please visit Booth (#1015). Learn how the secure Pontera platform enables advisors to seamlessly view and manage clients' 401(k)s and other held-away accounts. We can’t wait to see

Better retirement outcomes through technology! Pontera and @Orion today announced a new integration that will enable advisors to manage clients’ 401(k) accounts through the powerful Orion Trading platform. Read our announcement to learn more. prn.to/3Wzt3xB #retirement

If you're attending #OrionAscent, visit Pontera at Booth #1015 to learn how our secure platform helps advisors seamlessly manage clients' 401(k)s and other held-away assets. You can also see our new integration with Orion WealthTech's Orion Trading platform, which enables

Pontera integrations manager Yasmine Kacha took the stage at a packed #Orion Acent Deep Dive Workshop to introduce our newly announced integration with the Orion WealthTech Orion Trading platform. Visit Booth #1015 to learn how Pontera lets advisors manage 401(k)s and help

#OrionAscent attendees: Visit Pontera at Booth #1015 and grab a stroopwafel for your coffee! Sweeter still is learning how Pontera lets advisors securely manage clients' 401(k)s to drive better outcomes. Join our Orion WealthTech integration waitlist at hubs.li/Q035pWsx0