Pontera and Oppenheimer partner to empower holistic wealth management that incorporates clients' 401(k)s [Yahoo! Finance]
Oppenheimer Holdings, Inc. Class A (DE) (OPY)
US:NYSE Investor Relations:
opco.com/investor-relations/index.aspx
Company Research
Source: Yahoo! Finance
NEW YORK Nov. 14, 2024 /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. 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 Officer, Pontera. "With Pontera, Oppenheimer advisors can offer their clients an even higher level of wealth management service that facilitates clear insights
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OPY
Sec Filings
- 10/28/24 - Form 8-K
- 10/25/24 - Form 8-K
- 10/25/24 - Form 10-Q
- OPY's page on the SEC website