Retirement savings are critical for achieving financial security in later years, but many people struggle to keep track of their various retirement accounts, let alone make the most of them. Capitalize, a New York-based fintech company, is on a mission to change that. Through their innovative platform, they help individuals consolidate and manage their retirement accounts with ease.
Eliminating Friction in Retirement Savings Management
Capitalize is dedicated to making it easy for people to save for retirement. One of the biggest challenges in retirement savings is managing multiple accounts. People often leave behind 401k accounts when they change jobs, leading to scattered retirement funds that can be difficult to track. Additionally, the process of opening new accounts and rolling over existing ones can be time-consuming and complex. Capitalize aims to eliminate these issues and make it simple for individuals to manage their retirement accounts.
Proprietary Technology for Effortless Management
Capitalize’s proprietary technology is at the core of their platform. The company’s online tool provides a comprehensive overview of a user’s existing retirement accounts, including balances, fees, and investment strategies. The platform then recommends the best retirement account options, including individual retirement accounts (IRAs) from leading financial institutions. Capitalize’s technology automates the rollover process, making it seamless for users. The company’s platform handles the paperwork, coordinates with financial institutions, and ensures a smooth transfer of funds.
Exceptional Customer Service for a Positive User Experience
Capitalize prioritizes exceptional customer service to provide users with a positive experience. The company understands that retirement savings can be a complicated and overwhelming topic for many people. That’s why their platform is designed to be user-friendly, and they have a team of retirement specialists available to answer any questions. Capitalize’s customer service team is ready to assist users through the entire rollover process, ensuring that they feel confident in their retirement savings decisions.
Well-Funded and Ready for Growth
Capitalize has garnered the attention of some of the most prominent venture capital firms in the United States. The company has secured funding from Greycroft, RRE Ventures, Bling Capital, and Walkabout Ventures. With this investment, Capitalize is well-positioned to continue expanding its platform and reaching more users.
Founded by experienced entrepreneurs Christopher Phillips and Gaurav Sharma in 2019, Capitalize is a startup with a mission to simplify retirement savings management. The company’s innovative technology and dedication to customer service have helped them become a rising star in the fintech industry.
Capitalize’s platform is a game-changer for retirement savings management. With their easy-to-use tool and exceptional customer service, Capitalize is well on its way to helping millions of people achieve financial security in their later years.
Twitter : https://twitter.com/hicapitalize
LinkedIn : https://www.linkedin.com/company/capitalize.
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