Deisy Martinez

About Deisy Martinez

My firm, Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, TSPs, 529s and more.The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients\' financial outcomes.Think of your pre-retired clients that are still working and cannot rollover their retirement accounts to your custodian. You can now seamlessly connect to those assets, make trades and apply your standard fee schedule. This works with about 95% of all asset types and U.S. financial institutions.Whether a subsidiary or independent firm, if you are interested in learning about how we can help you offer this service to your clients, don\'t hesitate to reach out to me. I\'m here to be a resource to advisors interested in learning more about how Pontera can help increase their revenue and better serve their clients.If you would like to set aside some time to discuss your current business and clients, reach me at:Email: d••••••••@pontera.comNumber: 64••••••27Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.

Experience

1. Sales Enablement Specialist

   Pontera

   Jul 2025 — Present · NY, US

Education

• UC San Diego

  Bachelor's degree, Business Psychology

• UC San Diego

  Bachelor's degree, Cognitive and Behavioral Neuroscience

  2018 — 2022