Capitalize

Introducing Liza AI, our enterprise AI solution for 401(k) rollovers & retirement transfers. Powered by our proprietary rollover platform, with safeguards, validation, and human review. Because retirement savings deserve more than a generic AI assistant. hicapitalize.com/liza

We’re excited to announce a new partnership with @Stash! 🚀 Using Capitalize’s Rollover API, Stash customers can now more easily find old 401(k)s, consolidate, and roll them into a Stash IRA - all through a streamlined, digital-first experience built for long-term investing.

Excited to share Capitalize was named to FinTech Global’s 2026 #WealthTech100 🎉 Selected from 1,300 companies, we’re proud to help institutions modernize rollovers with our Embedded Rollover API—making it easier for their clients to find, move, and consolidate retirement assets.

Introducing Capitalize for Advisors — a modern, end-to-end platform that helps advisors seamlessly find, initiate, and complete 401(k) rollovers for clients, with less busywork and better outcomes. More assets. Better client experience. Less operational drag.

Great product experiences shouldn’t stop at investing, they should also extend to money movement. Our Rollover API partnership with @RobinhoodApp delivers a seamless 401(k) to IRA rollover experience. Case study results: 📈 4x higher balances 🚀 5x growth ⭐ 9.5/10 CX score

We made the @Forbes Fintech 50 for 2026, our third consecutive year on this list! Capitalize is one of just three companies recognized for shaping the future of investing. Grateful to our customers, teammates, partners & investors for making this possible. See the full list 👇️

We’re proud to partner with @TIAA Wealth Management! 🚀 Together, we’re using Capitalize’s Rollover API to help TIAA wealth clients find and consolidate their retirement accounts into TIAA IRAs — reducing friction at a critical moment within the retirement savings journey.

We’re excited to partner with @Betterment! 🚀 Together, we’re powering a more seamless and frictionless 401(k) rollover experience with our Rollover API, making it easier for customers to simplify retirement savings and focus on growing their wealth.

When account opening takes minutes, rollovers shouldn’t take months. That insight drove our work with @WebullGlobal. Using the Capitalize Rollover API, Webull made consolidating retirement accounts easy and frictionless.

We’ve built a successful, multi-year partnership with @SoFi to make retirement saving easier through the Capitalize Rollover API. The impact is substantial: 5x rollover asset growth, +122% in funding rates, and greater awareness to maximize savings.