Partnership unveiled at Blueprint 2024, Stifel's national
sales and innovation conference, in Las
Vegas. Over 200,000 Stifel clients will now benefit from
secure, personalized 401(k) management.
NEW
YORK, May 14, 2024 /PRNewswire/ -- Pontera, the
fintech company helping retirement savers receive professional
401(k) account management from their trusted financial advisor, is
pleased to announce the launch of a partnership with Stifel
Financial Corporation, a premier full-service brokerage and
investment banking firm operating across the United States and abroad.
Pontera will help Stifel advisors deliver
comprehensive guidance that can yield better retirement outcomes
for clients.
Pontera's milestone partnership with Stifel was unveiled today
by Ron Kruszewski, Chairman
and Chief Executive of Stifel, during a mainstage presentation
at Blueprint 2024, Stifel's annual national sales and innovation
conference, in Las Vegas. With
this collaboration, more than 2,400 Stifel advisors will be able to
securely manage 401(k)s for over 200,000 clients through the
Pontera platform as part of a personalized, comprehensive wealth
management plan.
"When clients turn to their advisor for investment advice,
they're looking for help managing all of their assets — not just
some," Kruszewski said. "We're thrilled to collaborate with
Pontera and help our advisors answer this call for help by giving
them tools to securely and efficiently manage their clients'
workplace retirement accounts."
Gaining a clear view of their clients' 401(k)s through Pontera
will help Stifel advisors deliver holistic guidance that yields
better outcomes and peace of mind for clients. During a walkthrough
of Pontera's functionality, Kruszewski noted the platform will be
integrated with Stifel's advisor-driven tech stack: Addepar, for
holistic performance reporting; Salesforce CRM, for streamlined
client-account visibility; and Stifel's WealthTracker
solution.
"We applaud Stifel for adopting technologies that enable its
advisors to better serve their clients," said David Goldman, Chief Business Officer,
Pontera. "Americans need and want professional help managing
their 401(k)s and other workplace retirement accounts. Pontera can
help them optimize their hard-earned savings and get the most of
their retirement plan benefits."
The 401(k)-style account is the most popular retirement account
among working individuals in the United
States.1 Pontera's SOC 2 Type II-
and ISO 27001-certified platform provides a secure layer for
financial advisors to analyze, rebalance, and monitor these
accounts with the context of the clients' household assets, while
at the same time protecting clients' data. To learn more about
Pontera, visit www.pontera.com.
About Pontera
Pontera is a fintech company on a mission to help millions of
Americans retire better by enabling financial advisors to manage,
balance, and report on assets in held-away accounts, including
401(k)s, 403(b)s, and more. The platform is designed to work across
many account types and seamlessly integrate with existing portfolio
management tools to help advisors improve their clients' financial
outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
1 "Survey of Income and Program
Participation," U.S. Census Bureau, Accessed March 28, 2024,
https://www.census.gov/programs-surveys/sipp.html
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SOURCE Pontera