Pontera

Good food, great company, and plenty to be thankful for. 🦃💛 Our annual Friendsgiving lunch brought the team together for a potluck full of family recipes, favorite dishes, and sharing stories. We’re grateful for our team and for moments like these that remind us how lucky we are to work (and celebrate!) together. What’s your must-have Thanksgiving dish? 👇 #LifeAtPontera #NYCOffice #TeamCulture #Friendsgiving

Spotted 👀 Pontera in the wild! Our team’s been busy snapping selfies with #FreeYour401k billboards all over New York and Boston — and we can’t get enough. We’re proud to champion consumer choice in retirement and have a little fun along the way. 💪📸 #FreeYour401k #RetirementFreedom #PonteraInTheWild

How do you explain Pontera to clients? Our Strategic Relationship Associate, Shelby Bakker, MBA, says it best: “You wouldn’t ask your dentist to fill your cavity but leave the root canal. Why should your advisor manage only part of your portfolio?” Our technology gives advisors the ability to see — and serve — the full financial picture, so clients can get comprehensive advice. Save this analogy for your next meeting (and send it to a friend who needs to hear it). 💬 #Pontera #AdvisorTech #RetirementReady #FinancialWellness #HolisticPlanning

What’s shaping the future of wealth management? Last week, we gathered a group of industry leaders at Glasshouse Chelsea to spark conversations about how tech-enabled human advice is redefining what’s possible. The conversation centered on one shared goal: helping retirement savers achieve better outcomes through advice that reflects more of their financial picture. Thank you to the leaders who joined us for this meaningful exchange. Together, we’re shaping a more connected, client-first future for wealth management. Because when savers come first, everyone wins. #Pontera #wealthmanagement #fintech

“Historically, the 401(k) has been a ‘set-it-and-forget-it’ account. Now clients receive advice on that account, and they know their entire portfolio is working together. That peace of mind is something money can’t buy.” Yasmine Kacha, our Director of Strategic Partnerships, joined Envestnet's Inside Wealthtech to talk about the shifts redefining our industry at the Future Proof conference — from integrated platforms to the power of strategic partnerships. A big thank you to Molly Weiss and Blake Wood for the thoughtful discussion on the future of wealthtech. 🎧 Watch the full episode here: https://bit.ly/49oS0TN #WealthTech #AdvisorCommunity #Partnerships #Innovation #Pontera

Big congratulations to David Goldman, Pontera’s Chief Business Officer, for being named to the 2025 InvestmentNews Hot List! 🎉 This recognition celebrates leaders driving meaningful change across wealth management — and Dave’s work exemplifies that mission. As our CEO, Yoav Zurel, shared: “Over the past decade, Dave has been instrumental in helping us pivot, building our GTM functions, driving and deepening our partnerships, expanding our market presence, and helping to shape our culture. We simply wouldn’t be where we are today without his leadership, dedication, and care for the team.” Congratulations to Dave and all of this year’s honorees for shaping the future of advice. 👏 #InvestmentNewsHotList #Pontera #WealthManagement #AdvisorTech #Leadership

“As the retirement landscape grows more complex, it’s more important than ever for policymakers and industry leaders to protect workers’ freedom to chart their own financial journey.” — Lisa M. Gomez Retirement savers deserve choice: choice in how they plan for retirement, who they trust to help them, and where they get advice. That’s why Pontera has partnered with The Aspen Institute to chart a path forward for policymakers, recordkeepers, and plan sponsors to support consumer choice. We're excited to continue this conversation next week at the Worker’s Wealth Lab in Washington, D.C., where we invite policymakers, recordkeepers, plan sponsors, and advisors to discuss how to strengthen participant choice across the retirement ecosystem. Ahead of the event, Lisa Gomez shares her perspective in Guardrails Without Roadblocks: How to Close the Consumer Choice Gap in Retirement Planning. Check out the full blog here: https://lnkd.in/e-hQynBU

That’s a wrap on SPARK Forum 2025! ✨ A huge thank-you to everyone who stopped by to connect and share insights on the future of retirement with Gabrielle Turyan & Jerry Bonnabeau, MBA. Hearing from so many leaders passionate about improving participant outcomes reminds us why we do what we do. At Pontera, we’re on a mission to build a more connected ecosystem — one where participants can receive expert guidance on their defined contribution plans from the advisors they trust. Until next time, The SPARK Institute, Inc.! Here’s to the collaboration shaping what’s next for our industry. #SPARKForum #AdvisorTech #RetirementReady #Fintech

Don't get distracted by the spin. Tens of thousands of consumers were locked out of their own accounts — some even threatened with permanent loss of access. They were denied the choice of how they manage their own money and securely build better retirement outcomes. We can't forget or normalize anticompetitive behavior that harms so many retirement savers and their families.

What’s really keeping your clients up at night heading into 2026? From inflation to market uncertainty, confidence is harder to come by. But this is where advisors make the biggest impact: helping clients end the year with clarity, reassurance, and a plan for what’s next. Swipe for the top 3 concerns retirement savers are facing right now — and how you can help them feel confident about the road ahead. #AdvisorInsights #RetirementConfidence #PonteraPerspective