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Average ratingGreat
4.0/ 5

Based on 11 reviews

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What reviewers say about Capitalize

Based on 11 reviews on Trustburn · updated 64 days ago

Customers generally describe the company as helpful and responsive with a user-friendly website, though some critical reviewers wrote that the experience was average and nothing stood out.
What does Capitalize do?

Capitalize is a fintech company that helps people find and transfer old retirement accounts and open new ones.

Are there any complaints about Capitalize?

The reviews on file do not mention specific complaints.

AI-generated from reviews on this page. Verify anything important with the company directly.

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About Capitalize

Capitalize is a fintech company that helps people find and transfer old retirement accounts and open new ones. It believes all Americans should retire with enough money for a life of dignity. Over time, they intend to eliminate all of the friction in the retirement savings system that stops them from doing so.

Capitalize is a well-funded, early-stage company backed by leading venture capital investors in New York (Greycroft, RRE Ventures), the Bay Area (Bling Capital), and Los Angeles (Walkabout Ventures).

It was founded in 2019 and is headquartered in New York, New York.