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Pontera

This fintech provides a platform enabling financial advisors to manage and trade clients' held-away retirement accounts, such as 401(k) plans.

Next Capital

This company provides an open-architecture digital platform for financial institutions and advisors to deliver automated personal investment advice and retirement planning services.

Vestwell

This company provides a digital platform for workplace retirement and savings programs to small businesses, financial advisors and government agencies.

Basic Capital

This company provides a 401(k) and retirement savings platform for employers to offer alternative investments and financing to their employees.

Penny

This platform provides a pension management application for individuals to locate, consolidate and manage their retirement savings in one place.

Micruity

This company develops data infrastructure that connects insurers, asset managers, and recordkeepers to facilitate lifetime income products within retirement savings plans.

Retirable

This company provides a digital platform offering retirement planning, investment management and income tools for middle-income individuals approaching or in retirement.

Penfold

This company provides a digital pension platform for businesses, self-employed workers and individual savers to manage and consolidate their retirement savings.