Holistic Oversight
Expanding your reach across held-away assets
With Pontera, you can securely connect, view, and report on clients’ held-away retirement accounts directly within the GeoWealth platform.
GEOWEALTH & PONTERA
Pontera securely ports data into GeoWealth from clients’ held away accounts.
A UNIFIED EXPERIENCE
Together, Pontera and GeoWealth can enable RIAs to maintain compliance with financial regulations while alleviating custody and rollover challenges on held away assets. Pontera’s proprietary technology allows advisors to holistically manage 401(k)s, 403(b)s, 529 Plans, and more in a similar manner to custodied accounts; allowing RIAs to improve client retirement outcomes.
Held-away assets securely connected, managed, and reported inside GeoWealth alongside custodied accounts.
VIEW, REPORT & BILL
By integrating with Pontera, advisors using the GeoWealth platform can gain greater insight and management over clients’ investments and can allocate across taxable and tax-deferred accounts more quickly and effectively. Leveraging Pontera’s technology, GeoWealth can provide held away data alongside custodied accounts to incorporate into performance reporting and billing.
Holistic Management
Oversight into held-away 401(k)s, 403(b)s, and more within GeoWealth helps advisors manage all household assets together.
Trading Capabilities
Pontera can help alleviate custody and rollover challenges common with held-away assets.
Efficiency
Save time by combining Pontera's 401(k) capabilities with GeoWealth's online portal and mobile app for advisors and their clients.
Transparency
GeoWealth provides consolidated reporting that includes held-away account assets alongside all other household assets.
Enabling Greater Visibility and Oversight
Many clients’ largest investments live within employer-sponsored retirement accounts. GeoWealth’s partnership with Pontera helps you bring those accounts into your technology stack, delivering visibility and oversight across more accounts in a client’s household.
THE VALUE
Reflect workplace retirement assets within GeoWealth
Deliver more holistic oversight and retirement account support
Strengthen client relationships across the whole household
BENEFITS for advisors
Better support for clients with 401(k)s that can't be rolled over
$13T+ in 401(k) and other employer- sponsored assets sits unmanaged today due to custody challenges.¹
Holistic Management
Deliver a value-added service to clients by managing all household assets and seeking to optimize tax efficiency to achieve overall financial goals.
Gain Efficiency
Save time by combining Pontera's 401(k) capabilities with GeoWealth’s online portal and mobile app for both advisors and their clients.
Increase Transparency
Use GeoWealth’s reporting engine to analyze all household assets together, reducing fractured reporting or a swivel chair experience.
Differentiate Yourself
Differentiate your firm with a more comprehensive advisor and client experience that fuels organic growth.
IN THE NEWS
GeoWealth Integrates with Pontera
GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform
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Tap into the power of GeoWealth and Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients’ assets in 401(k)s, 403(b)s, and other workplace-sponsored retirement accounts.
Pontera's purpose-built platform integrates with advisors’ portfolio management tools and is designed to support more comprehensive investment management across account types.
About Pontera
Connecting the advisor and the recordkeeper
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling trusted wealth advisors to manage, rebalance, and report on assets in held-away accounts, including 401(k)s, 403(b)s, and more.
Pontera’s order management system (OMS) platform works across many retirement recordkeepers and is currently integrated with leading wealth advisor portfolio management tools.
Information as of July 2026.
$160M
Capital Raised
5,000+
Advisors Served
200+
Team Members
2012
Founded
DISCLOSURES:
1 Source: Investment Company Institute, Quarterly Retirement Market Data, First Quarter 2026 (https://www.ici.org/statistical-report/ret_26_q1).
GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. This information is not intended to be investment, legal or tax advice.
The information contained herein does not constitute investment advice or a solicitation. This article is for dissemination of general information only. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results. Certain functionality may not be available to all users.
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