Capitalize

Capitalize is a fintech company dedicated to making retirement savings easier and more accessible. They specialize in simplifying the process of rolling over old 401(k)s into IRAs. Capitalize provides a free service that helps individuals locate their old 401(k)s, compare IRA options, and manage the entire rollover process. Their mission is to empower a new generation of workers to grow their retirement savings, free from the hassle and complexity often associated with traditional rollover methods.

Capitalize also offers enterprise solutions for financial institutions, allowing them to embed rollover services into their own platforms. This helps these institutions increase their assets under management (AUM) by facilitating more rollovers for their users. Capitalize is committed to transparency and user-friendliness, providing educational resources and tools to help individuals make informed financial decisions about their retirement savings.

Capitalize offers a flexible work environment with unlimited paid time off and 12 weeks of fully-paid parental leave. This generous benefit package allows employees to prioritize their well-being and personal needs, fostering a healthy work-life balance.

Capitalize offers a competitive benefits package to its employees including competitive salary and equity, comprehensive medical and dental insurance with 100% premium coverage for staff and 50% for dependents, access to a 401k plan, unlimited paid time off, 12 weeks of fully-paid parental leave, a dog-friendly office space in NYC, Maven, One Medical and Teladoc memberships, ClassPass fitness perks, commuter benefits, and more.

Capitalize is a mission-driven company dedicated to simplifying the retirement savings system for both individuals and employers. They empower users to easily find, consolidate, and maximize their retirement savings through digital rollover solutions, aiming to help everyone retire with dignity. Capitalize provides a free service that helps employees transfer their old 401(k)s into IRAs, ensuring they retain control and avoid potential pitfalls associated with leaving funds behind. Additionally, they offer Enterprise solutions for financial institutions to accelerate AUM growth by facilitating more IRAs through rollovers, increasing average balances, and providing a seamless user experience.

Capitalize promotes a culture that is both mission-driven and results-oriented, prioritizing customer service and intellectual honesty while fostering a fun and collaborative environment. They emphasize a sense of ownership among employees, encouraging them to think like business owners and take initiative. Their principles also stress a bias towards action, a focus on key goals, a long-term perspective, and a dedication to transparency and integrity.

Capitalize does not have a dedicated diversity, equity and inclusion page or statement on their website. It is therefore not possible to write a one paragraph description of their approach to diversity, equity and inclusion.