Held-away asset management platform Pontera has partnered with national brokerage and investment bank Stifel Financial.
The collaboration was unveiled by Ron Kruszewski, chairman 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 be integrated with Stifel Financial’s tech stack, which includes Addepar for reporting and Salesforce for CRM.
It was was founded in 2012 and is headquartered in New York City. The company was previously known as FeeX and was rebranded as Pontera in February 2022. At the end of last year, it announced it raised $60 million in capital led by new investor ICONIQ Growth.