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companies
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Jobs

Locations

New York, NY, USA

industry

Finance · Lending and Investments

Size

51-200 employees

Stage

Series B

founded in

2019

Capitalize is a digital platform that simplifies the process of rolling over 401(k) accounts into IRAs, helping users consolidate their retirement savings. By leveraging proprietary technology and a team of experts, Capitalize empowers individuals to find and manage their old 401(k)s, ensuring they maximize their retirement savings without incurring unnecessary fees. Since its launch in 2020, the company has facilitated the transfer of billions in assets and has established partnerships with leading financial institutions, positioning itself as a trusted solution in the retirement savings market.

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