Pontera, Snowden Lane Partners Announce Integration Partnership to Leverage 401(k) Management Technology

Snowden Lane Partners' financial advisors can now manage clients' held-away accounts in a unified system

NEW YORK, July 10, 2025 /PRNewswire/ -- Pontera, the fintech company empowering retirement savers to receive financial advice from their trusted financial advisors, and Snowden Lane Partners ("Snowden Lane"), an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced a strategic partnership.

Snowden Lane's advisors will now have access to the Pontera toolkit to manage their clients' 401(k)s, 403(b)s, and other held-away accounts. By leveraging Pontera's platform, which includes products for rebalancing, compliance, and billing, Snowden Lane will be equipped with a holistic assessment of their clients' financial portfolio to improve long-term financial outcomes.

"Our firm's advisors have long seen significant demand from clients for advice in held-away workplace retirement accounts. We're thrilled to add Pontera to bridge the gap between 401(k) accounts and our financial advisors' unique expertise," said Alison Burkett, Executive Vice President and Head of Enterprise Development at Snowden Lane Partners. "As a result, our advisors can address their clients' needs and drive better outcomes for retirement savers."

"While out-of-the-box offerings like target date funds make a good fit for many retirement savers, those with a broader financial plan need their 401(k) accounts managed holistically with the rest of their assets," said Peter Nolan, SVP of Sales at Pontera. "Like Snowden Lane, Pontera is committed to empowering retirement savers with choice over how their retirement assets are managed."

About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling their financial advisors to manage, rebalance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. The company's secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors deliver comprehensive investment management and improve financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at www.pontera.com. 

About Snowden Lane Partners
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high-net-worth individuals, families, and institutional clients.

The firm is led by an experienced team of industry executives, including Lyle LaMothe, Chairman of the Board of Managers, Rob Mooney, Managing Partner & CEO, and Greg Franks, Managing Partner, President & COO, who are dedicated to building a client-focused, nationally branded, boutique wealth advisory partnership.

Snowden Lane is headquartered in New York City and operates an SEC-registered investment adviser and a FINRA-licensed broker-dealer. Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors. Snowden Lane further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.

For more information about Snowden Lane, please visit www.snowdenlane.com. If you are a financial advisor interested in career opportunities with Snowden Lane, please visit the page here.

CONTACT: Christian Gubler, [email protected] 

SOURCE Pontera