May24 , 2024

Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilities


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CAPTRUST to leverage Pontera’s platform to elevate its wealth management services

NEW YORK, Feb. 15, 2024 /PRNewswire/ — Pontera, the fintech company helping retirement savers access professional 401(k) account management from their trusted financial advisor, today announced that CAPTRUST Financial Advisors, one of the industry’s largest registered investment advisors, will roll out Pontera to enhance its wealth management and retirement planning services.