Capitalize

We're excited to announce our Series B fundraising! Hear more about the next step in our mission to empower retirement savers from Capitalize CEO and Co-founder, Gaurav Sharma:

We're excited to announce our partnership with Public, a leading investing platform that makes building a multi-asset portfolio fast, frictionless, and secure. Public has integrated Capitalize’s leading Rollover API to help its members effortlessly locate and transfer legacy 401(k)s into IRAs directly on the Public platform, allowing them to better keep track of and grow their retirement savings over time in the same place as where they invest. “We view Capitalize’s Rollover API as a no-brainer solution that helps our members roll over in a simple, user-friendly way to easily consolidate their retirement accounts at Public,” said Stephen Sikes, COO of Public. Learn more about our partnership: https://buff.ly/ZgikxQN

The Capitalize team is headed to Fintech Meetup! ?? Join us next week to discover how Capitalize’s Embedded Rollover platform helps drive more retirement assets to your business. If you’re a fintech company, financial advisor, or bank, connect with Michael Fitzgerald, Capitalize’s VP of Enterprise Sales, to schedule a meeting. Looking forward to great conversations! See you in Vegas.

Whatever happened to your old 401(k)? ?? You know — the one you opened at your last job and lost track of years ago? Before you start digging through paperwork or calling up former coworkers, visit our 401(k) directory. Our comprehensive 401(k) directory includes plan information from over 17,000 companies, including: ?? JPMorganChase ?? Apple ?? Comcast + more Take a look with the link in our comments. ?? (Can't find your former employer in our directory? Use our 401(k) lookup tool! All we need is some info from you, and our team will locate any and all of your old 401(k)s.)

We've evaluated hundreds of IRAs for our IRA directory and found that these four factors have the biggest impact on retirement savings: ? Fees ? Investment Options ? Account Minimums ? Ease of Use So, which provider came out on top? That all depends on a saver's unique retirement goals. What one saver might consider ideal investment options could be a deal-breaker for another. That low-fee account that helps one saver increase their net worth? It might not have the features a more advanced investor is looking for. Our comprehensive IRA directory offers savers all the information they need to make informed choices based on their financial future. See for yourself with the link in our comments.

We’re very excited to announce our new Enterprise Rollover partnership with Webull Financial, a leading digital investment platform! Webull joins a growing number of leading retirement account providers leveraging Capitalize’s Embedded Rollover API to grow retirement assets and serve their users better. Webull users will now be able to use Capitalize’s rollover technology to find and roll over old 401(k)s easily and seamlessly within the Webull platform, helping them manage and grow their retirement assets effectively. Learn more about our partnership at the link in the comments.

Stay tuned! 401(k) rollovers are about to get even easier. ??

49,795 workers were laid off last month. Were you one of them? If you recently lost your job, retirement planning might be the last thing on your mind. But when you find the time, there's one thing you should do to stay on track: rollover your old 401(k). Rolling over your 401(k): ?? Makes retirement saving easier ?? Helps you avoid paying extra fees your former employer may no longer cover ?? Saves your future self a lot of stress and hassle Need help? We're here for you. Our team and technology are ready to make your rollover stress-free. Follow the link in our comments to get started.

We're so proud to be featured in this year's?Forbes?Fintech 50! Congratulations to the other fintech companies on the list like?Plaid,?Brex,?Stripe,?Ramp?and all our fellow winners—we're in great company.

Take a peek inside our brand-new office! ?? At the end of 2024, we faced an exciting opportunity: our growing team needed an office that could accommodate more teammates and bigger goals. Last month, we made it happen. Our new NYC office has sunny conference rooms, a communal kitchen, and plenty of space to gather, collaborate, and innovate on the future of retirement savings. Shoutout to our awesome Capitalize teammates who made this move easy. We can't wait to see what we accomplish together in our new space!