Digital Digest: The Latest Tech News – Pontera, Founders Financial Securities

Editorial Staff

21 July 2023

Pontera, Founders Financial Securites
Pontera, the fintech company serving retirement savers, and Founders Financial Securities, a privately-owned RIA and independent broker-dealer, have inked a strategic partnership.

The pact enables Founders’ Member Partners to offer a better service to retirement savers with professional 401 management, they said in a statement yesterday.

Formed in 1994, Founders Financial has grown to serve independent financial advisors nationwide, managing over $4 billion in assets.

There’s much at stake in the retirement space: The median American family holds most of its assets in retirement funds. More than 60 per cent of investors want more help with these accounts, the firms said,.

Pontera also integrates with Founders’ technology stack, which includes Orion Advisor Solutions, for portfolio performance reporting, planning, and portals, allowing member partner advisors to review the totality of their clients’ wealth.