Pontera, a New York-based fintech company, recently announced that it will provide World Investment Advisors with access to its platform, which allows financial advisors to manage, trade and report on clients’ held-away 401(k)s and other workplace retirement accounts.
“Teaming with Pontera is emblematic of our dedication to providing our advisors with the tools and flexibility they need to offer clients the most comprehensive set of wealth management services possible,” said Troy Hammond, CEO of World Investment Advisors. “In today’s market, advisors must be able to manage all of their clients’ assets, including those in workplace plans. Pontera’s platform directly addresses this need, enhancing their ability to deliver holistic advice and further strengthening the value proposition of our wealth platform.”
The companies cite a recent report that, as of the end of 2024, these workplace accounts held $12.4 trillion and represent a “cornerstone of financial security for millions of Americans.”
“Americans rely heavily on their workplace retirement plans, and they deserve professional guidance on these critical assets, especially during volatile financial markets like we’re experiencing,” said Peter Nolan, SVP, Head of Revenue at Pontera.
Pontera’s platform is certified under SOC 2 Type II and ISO 27001 standards, enhancing safeguards for client data by providing advisors with a secure layer to manage clients’ workplace retirement accounts without taking custody or needing credentials to access them. This partnership will complement World’s broader wealth platform strategy, which includes WorldMAP, its new open-architecture, multi-custodial investment and portfolio management solution.
“World Investment Advisors is an emerging force in the wealth management marketplace, and has long been a recognized leader in the retirement plan advisory space with a clear vision for empowering advisors, and we are thrilled to partner with them,” added Nolan.
