Capitalize Partners with M1 Finance

Capitalize is partnering with personal finance and investing platform M1 Finance.

This collaboration will integrate Capitalize’s Enterprise Rollover solution into M1’s account transfer process, with an aim to streamline the transfer of legacy retirement accounts into M1 individual retirement accounts (IRAs). This integration will help clients consolidate their retirement savings more easily, setting them up for future growth.

“We’re thrilled to partner with Capitalize to enhance our clients’ retirement planning experience,” says Brian Barnes, CEO at M1. “By integrating Capitalize’s Enterprise Rollover solution, we’re making it easier for our clients to find and transfer their retirement assets seamlessly into M1, allowing them to focus on building and managing their wealth with greater ease and confidence.”

“We’re excited to partner with M1 Finance, a company that shares our commitment to improving clients’ financial well-being,” says Gaurav Sharma, CEO of Capitalize. “Many retirement savings are left behind in outdated employer-sponsored plans, making transfers difficult. This partnership will help M1 users easily locate and manage their retirement assets, enhancing their overall financial health.”