The way we work has changed a lot – but the way we save for retirement hasn’t. Each year millions of people change jobs, leaving behind old 401(k)s and missing out on significant savings. And people with 401(k)s at a current employer often struggle to understand what their fees are or what their money is invested in.
That’s where we come in. Using proprietary technology and a team of warm-hearted humans, Capitalize makes it easy for Americans to find, consolidate, and maximize their retirement savings through our digital rollover solutions.
We work directly with consumers who come to us for help with their retirement savings, and we also power rollovers for some of the leading financial institutions in the world through our Enterprise APIs.
We’ve scaled significantly since launching in 2020, helping our users transfer billions of dollars in assets and launching new features to better manage their savings. And we’re just getting started.
29.2M
estimated 401(k)s left behind
$1.65T
held in forgotten 401(k)s
2 in 3 Americans
Don’t know what they’re paying in 401(k) fees
See why our customers rate us 4.9 out of 5 on
