Capitalize is on a mission to make saving for retirement easy. Their platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past.

Finance

Capitalize

Capitalize's headquarters in New York, NY, United States

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

The Operations and Customer Support team at Capitalize is dedicated to ensuring a seamless and efficient user experience by providing expert assistance to customers during their retirement savings journey. This team handles inquiries, resolves issues, and streamlines operational processes, all while fostering strong relationships with clients to enhance satisfaction and engagement with the platform. With a focus on eliminating barriers to saving, they play a crucial role in supporting customers in locating and transferring their old 401k accounts efficiently.

Operations and Customer Support

The Product Development team at Capitalize is responsible for designing and building intuitive features that streamline the retirement savings process. This diverse team collaborates to enhance the platform’s functionality and user experience, ensuring that customers can easily locate and transfer their old 401k accounts. Through innovative software solutions and thoughtful design, they aim to simplify the retirement planning journey for users.

Product Development

The Leadership Team at Capitalize is responsible for setting the strategic vision and direction of the company, ensuring alignment across all operations. Comprising co-founders with expertise in technology and business management, they drive innovation, foster a culture of collaboration, and oversee the execution of initiatives that simplify the retirement savings process for users. Their focus is on creating a seamless, user-friendly platform that empowers individuals to take control of their financial future.

Leadership Team

The Marketing and Partnerships team at Capitalize is responsible for driving brand awareness and user acquisition through strategic marketing initiatives and collaborative partnerships. This team leverages data-driven insights to develop impactful campaigns and establishes relationships with other financial institutions to enhance the company's offerings, ultimately making retirement savings more accessible and streamlined for users.

Marketing and Partnerships

This department is responsible for overseeing enterprise sales strategies and financial operations.

People (3)

Jobs (0)

Other teams

Operations and Customer Support

Product Development

Leadership Team

Marketing and Partnerships

Sales and Operations