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Latest Valuation
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Capitalize Money, Inc. operates a fintech platform that helps individuals locate and consolidate forgotten 401(k) accounts from previous employers into IRAs. Founded in 2020 and headquartered in New York, the company addresses a significant market inefficiency where millions of Americans lose track of retirement savings when changing jobs. Capitalize's automated service streamlines the traditionally complex rollover process, reducing paperwork and administrative burdens for users. The platform targets the estimated $1.35 trillion in forgotten 401(k) assets across the United States. The company continues expanding its digital retirement services, focusing on simplifying retirement account management and improving financial outcomes for American workers.
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