Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients’ 401(k)s | PR Newswire [Video]

Top 10 U.S. broker-dealer will leverage Pontera’s secure platform to manage workplace retirement accounts and help clients optimize their returns

, /PRNewswire/ — Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, today announced a partnership with Oppenheimer & Co., Inc., a premier U.S. wealth management and investment banking firm.

Pontera, a fintech on a mission to help Americans retire better, has partnered with Oppenheimer, a top 10 US brokerage.

Oppenheimer, a unit of Oppenheimer Holdings (NYSE: OPY), was founded in 1881 and today is one of the largest U.S. broker-dealers with 928 financial advisors and $129.8 billion in assets under administration as of Sept. 30, 2024. Managing clients’ 401(k) accounts allows financial advisors to provide holistic wealth management inclusive of a client’s complete investment portfolio.

“We’re thrilled to form a partnership with a company that has been serving its clients well for over a century,” said David Goldman, Chief Business …