Capitalize
Curated by SignalPlatform streamlining retirement savings consolidation for financial planners and individuals.
Overview
Capitalize is a fintech company that focuses on providing solutions for financial planners and advisors. Its platform aims to streamline client management and investment strategies. The tools offered include predictive analytics, robo-advisory services, and digital dashboards that provide real-time insights into client portfolios. The company targets individuals who wish to consolidate their retirement savings, specifically assisting users in rolling over old 401(k) accounts into IRAs. Capitalize offers advice and access to rollover experts without bias. Revenue is generated through partnerships with IRA providers, and the company emphasizes compliance and efficient data exchange via integrated APIs. The services are designed to address the challenges associated with managing old retirement accounts.
Key facts
- Founded
- 2020
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
2 rolesDirector Enterprise Marketing
New York City Metropolitan Area · On-site · Volunteer
Solutions Architect
New York City Metropolitan Area · On-site · Full-time
