How technology can empower, not replace, advisors

David Goldman, a 2025 InvestmentNews Hot List winner, leads Pontera with a clear purpose: using technology to empower advisors and deliver better retirement outcomes, not to replace human relationships.
  • Jan 06, 2026

As a 2025 InvestmentNews Hot List winner, he stands apart for pairing deep tech experience, including a former chapter at Google, with thousands of conversations with advisors and end clients to build solutions that truly meet market needs.  Under his leadership, Pontera has become a key connectivity layer that allows advisors to manage workplace retirement assets securely and holistically, helping clients retire better. 

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