Asset management platform Pontera has partnered with national brokerage and investment bank Stifel Financial.
The collaboration was discovered by Ron Kruszewskichairman and CEO of Stifel Financial, at its annual conference, Blueprint 2024, in Las Vegas.
Over 2,400 advisors with Stifel Financial serving more than 200,000 clients will now have access to the Pontera platform.
They join advisors at Benjamin Edwards, Carson Group, CoastalOne, Dynamic Advisor Solutions, Dynasty Financial Partners, OneDigital, Priority Financial Group, SageView Advisory Group, Savant Wealth, Wealthspire and others on the Pontera platform.
Pontera will integrate with Stifel Financial's technology suite, which includes Addepar for reporting and Salesforce for CRM.
It was founded in 2012 and is headquartered in New York City. The company was formerly known as FeeX and was renamed as Pontera in February 2022. Late last year, it announced that it had raised $60 million in capital led by new investor ICONIQ Growth.