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Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we`re automating the process by which $500 billion in 401k assets is rolled over each year.
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Funding

Capitalize raised $12.2M on 01/06/2021
Capitalize raised $12.5M on 02/11/2021

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