Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specialising in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge. Series B funding awarded in 2024 is being used to accelerate tech investment and support ongoing enterprise partner growth.
Kirsty
Company Specialist at Welcome to the Jungle