Articles from Capitalize

Capitalize, the industry’s award-winning platform for retirement account transfers, and SoFi, a member-centric one stop shop for digital financial services, today announced a major expansion of their long-standing collaboration to help members easily find and consolidate their 401(k) accounts. SoFi’s recent implementation of Capitalize’s Embedded Rollover API now allows its members to seamlessly find legacy 401(k) accounts and transfer them quickly into their SoFi Individual Retirement Account (IRA) – all without leaving the SoFi app.

Capitalize is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2025. This year’s list shines a spotlight on businesses that are shaping industries and cultures through their innovations, setting new standards and achieving remarkable milestones across all sectors of the economy. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 609 organizations across 58 sectors and regions, with Capitalize proudly named #3 in North America.

Public, the leading investing platform with technology that makes building a multi-asset portfolio fast, frictionless, and secure, and Capitalize, the industry’s first platform for digital retirement account transfers, today announced a new partnership to help Americans and Public members better save for retirement.

Capitalize, the industry’s first platform for online retirement account transfers, today announced a new partnership with Webull, a leading digital investment platform. Through this partnership, Capitalize will empower Webull clients to locate and transfer old 401(k)s into Individual Retirement Accounts (IRAs) conveniently within the Webull platform.

Capitalize, a leading platform for transferring retirement accounts, is excited to announce its new partnership with M1 Finance, a pioneer in personal finance and investing. This collaboration will integrate Capitalize's Enterprise Rollover solution into M1’s account transfer process, streamlining the transfer of legacy retirement accounts into M1 IRAs. This integration will help clients consolidate their retirement savings more easily, setting them up for future growth.

Capitalize, the first platform to digitally locate and transfer retirement assets, today announced the release of a new white paper: "Stuck In The Past: Why 401(k) Rollovers Remain Outdated and Painful.” This detailed report analyzes the significant challenges that retirement savers face when transferring their legacy 401(k) accounts through increasingly popular 401(k) rollovers, which remain considerably more difficult than other money movement processes.

Capitalize, the first platform to help consumers and financial institutions digitally find and transfer retirement assets, today announced the close of a $19 million Series B funding round, led by RRE Ventures. The round included participation from existing Capitalize investors including Canapi Ventures and Bling Capital, and new investors including Industry Ventures.

Capitalize, the award-winning platform to find and transfer retirement accounts, today released its new 401(k) Statistics Tracker in collaboration with the Center for Retirement Research (CRR). The collaboration stems from shared missions: to facilitate data-driven discussion in the retirement savings market and empower workers to grow their retirement savings.

Capitalize, the award-winning platform to find and transfer retirement accounts, today announced a new partnership with Ellevest, the investing and wealth management company built by women, for women. Through this partnership, Ellevest will embed Capitalize’s Enterprise Rollover solution to help clients find and consolidate their legacy 401(k) accounts into their Ellevest individual retirement accounts (IRA), thereby allowing them to take control of and grow their retirement savings.

Capitalize, the award-winning platform to transfer retirement accounts, today released an update to its widely-cited 2021 white paper, The True Cost of Forgotten 401(k) Accounts. The analysis highlights continued growth in the number of “forgotten” accounts which represent 401(k) savings that have been left behind by people who have changed jobs or terminated employment. According to the company’s research, as of May 2023, there are an estimated 29.2 million forgotten or left-behind 401(k) accounts in the U.S. representing $1.65 trillion of assets, an increase of over 20% since just two years ago in May 2021. The company’s analysis also suggests that forgotten 401(k) accounts could cost an individual several hundred thousand dollars in foregone retirement savings over 30 years in a worst-case scenario.

Capitalize, the award-winning platform to find and transfer retirement accounts, today announced a new partnership with Robinhood Markets, Inc (NASDAQ: HOOD). Capitalize’s partnership with Robinhood Retirement will help customers find and roll over legacy 401(k) accounts into Robinhood’s new individual retirement accounts (IRA). Additionally, Robinhood will be featured on Capitalize’s leading IRA marketplace as a potential destination for users looking to consolidate their legacy 401(k) assets.

NEW YORK, Oct. 07, 2022 (GLOBE NEWSWIRE) -- Starting a new job is an exciting time, but it can also feel a bit overwhelming. There are so many things to learn and get familiar with, like new co-workers, job responsibilities, benefits, and hopefully, a higher salary. The good news is that avoiding a few common mistakes people make when starting a new job can help someone seamlessly transition into their new role and eliminate unnecessary stress.

Capitalize, the first independent platform to transfer retirement assets, today announced it has been recognized by TIME as one of the Best Inventions of 2021.

Capitalize, the first independent platform to transfer retirement assets, today announced it has added new individual retirement account (IRA) partners to its platform, including Betterment. The firm continues to accelerate activity on its platform and is on track to process several hundred million dollars of rollover volume over the next 12 months.

Capitalize, the first independent platform to transfer retirement assets, today announced that Jason Simon has joined the company’s leadership team to further enhance Capitalize’s rollover platform and extend the company’s offering to consumers.

Capitalize, the first independent platform to transfer retirement assets, and The Financial Gym, a personal financial services company that takes a fitness-inspired approach to its clients’ finances, today announced a new partnership to help The Financial Gym clients find and consolidate their retirement accounts.

Capitalize, the first independent platform to transfer retirement assets, and The Mom Project, the leader in helping businesses attract and retain female talent, today announced a new partnership to help the organization’s talent base find and consolidate their retirement accounts.

Capitalize, the first independent platform to transfer retirement assets, and Bankrate, one of the most trusted names in personal finance, today announced a new partnership offering Capitalize's 401(k) rollover platform directly to Bankrate users and members, completely free of charge.

Capitalize, the first independent platform to transfer retirement assets, today released the findings of its newest white paper, The True Cost of Forgotten 401(k) Accounts (2021). The white paper explains how these “forgotten accounts'' represent 401(k) savings that have been left behind by people who have changed jobs or terminated employment. According to the company’s research, as of May 2021 there are an estimated 24.3 million forgotten 401(k) accounts in the U.S. By the end of 2021, the company estimates that number will rise to almost 25 million forgotten accounts - with each account holding an average balance of approximately $55,000 and representing nearly $1.35 trillion of assets in total.