Innovative Recognition Capitalize has garnered significant industry recognition, including TIME’s 100 Best Inventions and Fast Company’s World Changing Idea, positioning it as a leading innovator in financial technology that can attract additional strategic partnerships and collaborations.

Growing Market Presence With recent Series B funding of $19 million and multiple high-profile partnerships, such as with Robinhood, Capitalize is expanding its market footprint, creating opportunities for financial institutions seeking robust retirement transfer solutions.

Expanding Customer Base By offering direct-to-consumer platforms and powering APIs for major financial institutions, Capitalize reaches a broad and diverse client base, providing a fertile ground for cross-selling related financial services and products.

Strong Industry Position Having been ranked among top fintech companies and benchmarks indicating competitive revenue levels, Capitalize’s established industry position offers a compelling entry point for complementary financial technology solutions targeting retirement planning.

Tech-Driven Platform Utilizing advanced technologies such as Looker, Tableau, and Docker, Capitalize emphasizes innovation and data-driven decision making, making it an attractive partner for firms seeking cutting-edge solutions in financial data management and automation.