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. And we’re just getting started.
estimated 401(k)s left behind
held in forgotten 401(k)s
2 in 3 Americans
Don’t know what they’re paying in 401(k) fees
Seamless way to consolidate your retirement savings We’ve built leading technology that helps you find and roll over your old 401(k) accounts into one new individual retirement account (IRA) of your choice. Instead of collecting accounts as you move from job to job, we make sure your money ends up consolidated in one place where you can manage it for the long-term.
Independent and unbiased Financial decisions are hard to make. As an independent platform (not an IRA provider), we never try to sell you on our own product. Instead, we’re here to help you compare your options and make an informed decision on where to move your money.
Trusted partners at every step Sometimes you want to talk to a human. That’s why we have a team of smart rollover experts who have your back. We’ve tackled thousands of transactions just like yours. No matter where your career takes you, we’ll be here to help you make the most of your 401(k).