Profile
“Aligning the many different stakeholders across the wealth management and retirement ecosystems can often be challenging. I try to meet that challenge by staying closely connected to our advisor community and industry counterparts, keeping communication open, and focusing on shared outcomes that benefit everyone involved”
David Goldman,
Pontera
David Goldman’s career in the wealth management industry has been driven by his deep determination to improve retirement outcomes for millions of Americans. As Chief Business Officer at Pontera, Goldman’s work in the Fintech space has been built upon a foundation of collaboration, clear leadership, and innovative technology.
Having begun his career working in a multitude of start-ups and at Google, he gained broad experience from a variety of industries and company sizes that continues to shape his approach at Pontera.
“Each experience taught me something different about growth and impact. Another one of these moments was joining Pontera early; it gave me the chance to focus on something meaningful for me where I could make an impact: better financial outcomes for millions of Americans.”
While often overlooked in the wealth management industry, 401(k) accounts are critical for retirees to achieving their long-term goals. Understanding this industry gap, Pontera offers advisors a secure platform to help them manage their clients’ retirement plans.
350 5th Ave., Floor 24, New York, NY 10118
(888) 677 3339
dave@pontera.com
linkedin.com/in/mrdgoldman
pontera.com
David Goldman
Chief Business Officer
Pontera
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“Curiosity keeps me learning and open to new ideas, while purpose keeps me focused on outcomes that truly matter, like helping advisors serve clients more comprehensively”
David Goldman,
Pontera
2012–2015
2015–2018
2018–2021
2021–Present
2024–Present
Senior Sales Executive and Senior Account Executive, Team Lead at Google
2012–2015
Director of Business Development at Pontera
2015–2018
VP of Business Development at Pontera
2018–2021
Chief Business Officer at Pontera
Appeared on WealthManagement.com’s FastChat, Nasdaq TradeTalks (2023), WealthTech Today, Animal Spirits, and Power Your Advice
Contributed to Pontera's Wealth Management Industry Awards (The Wealthies) recognitions
2021–Present
Managing Director, Head of Advisory Technology and Integration at Wealthspire Advisors
2024–Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Remaining highly in-tune with the needs of advisors and their clients is a key component of Goldman’s role at Pontera.
“Aligning the many different stakeholders across the wealth management and retirement ecosystems can often be challenging,” Goldman says. “I try to meet that challenge by staying closely connected to our advisor community and industry counterparts, keeping communication open, and focusing on shared outcomes that benefit everyone involved.”
This curiosity to find forward-thinking retirement solutions for advisors is passed onto Goldman’s team, who are encouraged to operate with the same customer-first mindset that has guided his career.
“Curiosity keeps me learning and open to new ideas, while purpose keeps me focused on outcomes that truly matter—like helping advisors serve clients more comprehensively,” he explains.
One of Goldman’s most impactful strengths is his ability to distill complex ideas into clear direction for Pontera and its partners.
“I encourage my team to do the same, to look beyond the obvious and think a few layers deeper. Throughout my career, I’ve tried to seek out opportunities where I can make a meaningful impact and collaborate with people who are motivated by similar goals.”
Goldman credits his team’s ongoing work and collaboration for helping Pontera stay focused on what matters most: empowering retirement savers and driving better outcomes together.
“For me, leading by example starts with consistency—showing up, listening, and making decisions that reflect our shared values,” he notes.
“Real progress comes from collaboration, and I’ve learned that some of the best ideas come directly from our team and our customers. Our job is to turn those ideas into practical, scalable solutions that can help millions of Americans retire with greater confidence.”