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Pontera and BridgeFT Announce Integration to Enhance Wealth Management Capabilities

26.06.25 15:00 Uhr

Partnership will strengthen financial advisors' ability to support clients with holistic view of financial accounts

NEW YORK, June 26, 2025 /PRNewswire/ -- Pontera, the fintech company enabling financial advisors to securely manage workplace retirement plan assets for participants, and BridgeFT, a cloud-native, API-first wealth infrastructure software company, announced today a new integration that enables financial advisors to view and manage Pontera accounts directly through BridgeFT's WealthTech API platform.

Pontera logo (PRNewsfoto/Pontera)

Through the partnership, enterprise wealth management firms, registered investment advisors (RIAs), and turnkey asset management platforms (TAMPs) that leverage BridgeFT products will now be able to seamlessly manage clients' 401(k)s, 403(b)s, and other held-away accounts alongside their multi-custodial data sources, all through a single API interface. The integration will empower financial advisors with a comprehensive overview of their clients' financial portfolio so they can offer more personalized and holistic advice to their clients. 

"With ongoing market uncertainty and an expanding array of investment options, professional guidance across every part of the portfolio has never been more essential," said Dave Hagen, Chief Commercial Officer of BridgeFT. "We're excited to be partnering with Pontera to allow more financial advisors and wealthtech innovators to seamlessly access the total wealth data and tools they need to provide the highest level of service to their clients." 

Pontera's data will be available through BridgeFT's WealthTech API platform, and Pontera joins an exclusive list of partners to be added to the BridgeFT WealthTech API Marketplace, which offers the wealth market direct access to a curated group of partners leveraging API-first data and application services. BridgeFT's Marketplace aims to accelerate, simplify, and reduce the cost of wealth management application development and maintenance.

"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," said David Goldman, Chief Business Officer at Pontera. "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."

About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, rebalance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. The company's secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at www.pontera.com. 

About BridgeFT
BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying, and reducing the cost of app development and maintenance, so our clients can focus on delivering next generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit bridgeft.com.

Media Contacts

For Pontera:
Christian Gubler, Pro-pontera@prosek.com 

For BridgeFT:
Peter Page, Vocatus
ppage@vocatusllc.com 

 

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/pontera-and-bridgeft-announce-integration-to-enhance-wealth-management-capabilities-302491799.html

SOURCE Pontera