We're making it easy to save for retirement
Series A


Capitalize is the first independent platform to transfer retirement accounts. Their intuitive, user-friendly product and leading customer service team helps consumers instantly locate old accounts like 401ks, open up a new IRA at leading financial institutions, and initiate their rollovers online. By doing so, Capitalize is automating the $500 billion of 401k rollovers that currently take place each year through manual, paper-based processes and helping individuals reclaim the 30 million stranded 401k accounts in the US. Their platform also helps employers offboard terminated employees from their 401k plans, reducing fees and fiduciary risk in the process.

Investment Highlights

Year Founded


HQ Location

New York City
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