Pontera & BridgeFT: Enhanced WealthTech Solutions
- Pontera,a fintech firm,is partnering with BridgeFT,a wealthtech platform,to integrate their services.
- The partnership enables registered investment advisors (RIAs),enterprise wealth management firms,and turnkey asset management platforms utilizing BridgeFT products to manage clients' 401(k)s,403(b)s,and other retirement savings accounts held away.
- David Goldman, chief business officer at Pontera, said, "Pontera is committed to providing significant benefits to retirement savers by ensuring their wealth advisor can manage their clients' retirement...
Pontera and BridgeFT join forces,revolutionizing wealth management. This strategic partnership empowers financial advisors with cutting-edge tools for superior portfolio management through enhanced integration of wealthtech services. RIAs and wealth management firms can now offer highly personalized and holistic financial advice. David Goldman of pontera highlights the commitment to providing retirement savers important benefits. This collaboration expands financial advisors’ capabilities, providing a unified platform to manage client retirement and investment accounts. News Directory 3 highlights this momentous move. Discover how this powerful alliance reshapes the industry and sets a new standard for tailored client experiences. Learn the role each company takes in reshaping the future. Discover what’s next …
Pontera,BridgeFT Partner to Boost WealthTech Capabilities
updated June 27,2025
Pontera,a fintech firm,is partnering with BridgeFT,a wealthtech platform,to integrate their services. This collaboration aims to better equip financial advisors to serve their clients through BridgeFT’s API platform, enhancing their wealthtech capabilities.
The partnership enables registered investment advisors (RIAs),enterprise wealth management firms,and turnkey asset management platforms utilizing BridgeFT products to manage clients’ 401(k)s,403(b)s,and other retirement savings accounts held away. Pontera said this integration provides financial advisors with the ability to offer more personalized, holistic, and tailored advice.
David Goldman, chief business officer at Pontera, said, ”Pontera is committed to providing significant benefits to retirement savers by ensuring their wealth advisor can manage their clients’ retirement and investment accounts on a single unified platform. Our partnership with BridgeFT will provide financial advisors with the portfolio management tools they need to help their clients achieve their long-term financial goals.”
Pontera, established in 2012, recently broadened its network for financial advisors through World Investment Advisors’ existing portfolio management platform. This platform incorporates other software programs, including Holistiplan, Forms Logic, and FMG Suite.
What’s next
The collaboration between Pontera and BridgeFT signals a move toward more integrated and personalized financial advice, possibly setting a new standard for wealth management platforms.