Innovative Retirement Platform Capitalize offers a unique platform that simplifies the process of locating and transferring retirement assets, which can be leveraged by financial institutions seeking to enhance client retention and streamline account management.

Strategic Industry Recognition Recognition by TIME, Fast Company, and Forbes positions Capitalize as a pioneering company with a strong reputation, creating opportunities to align with their innovative solutions and co-marketing initiatives.

Growing Funding & Partnerships Recent Series B funding of 19 million dollars and partnerships with major players like Robinhood demonstrate significant market validation and potential for scalability, making it appealing to financial service providers seeking advanced retirement transfer solutions.

Technological Edge Utilizing modern tech stacks including Angular, Power BI, and secure protocols, Capitalize provides a tech-forward solution, enabling integration opportunities with financial institutions aiming to modernize their digital offerings.

Market Expansion Potential With a focus on automating retirement asset transfers and a clear growth trajectory, there are ample opportunities to sell complementary products or services such as compliance tools, customer engagement platforms, or data analytics to enhance their ecosystem.