Browsing Tag
Capitalize
17 posts
Firstrade Integrates Capitalize’s 401(k) Rollover API
Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs
October 16, 2025
Forgotten 401(k) Assets Hit $2.1 Trillion
The latest Capitalize analysis highlights an ongoing surge in lost 401(k) accounts
September 30, 2025
Participant Loses $114,000 in 401(k) Rollover to Fraudster Intercepting Paper Checks
Case of New York City man highlights issue with paper checks instead of secure digital transfers
June 4, 2025
SoFi and Capitalize Extend Partnership to Offer 401(k) Consolidation
The Capitalize Embedded Rollover API solution is currently available to all SoFi members
May 7, 2025
Capitalize, Human Interest Make ‘Most Innovative Companies’ List
401(k)-focused firms named to prestigious Fast Company 2025 rankings of companies reshaping industries
March 19, 2025
Capitalize and Public to Offer 401(k) Rollover Solution
The offering will be available to U.S. Public members in the weeks ahead
March 11, 2025
Capitalize Digital Rollover Tech Coming to Webull Platform
Capitalize’s Rollover API will allow users to seamlessly transfer legacy 401(k)s into Webull retirement accounts
February 26, 2025
Outdated 401(k) Rollover Processes Challenge, Frustrate Retirement Savers
New data from Capitalize highlights problems including most users being unable to complete a rollover unassisted and nearly half dealing with a paper check
October 30, 2024
Corporate Roundup: Capitalize Secures $19M, Empower, Miami Dolphins Partnership
The latest news from Capitalize, Empower, ShareBuilder 401k and The Standard
August 16, 2024
Access to 401(k)s Surges Past 70 Million in 2023: Capitalize
New Capitalize 401(k) Statistics Tracker finds 6 in 10 U.S. workers now have access to a 401(k) at work
March 14, 2024