Browsing Tag
Capitalize
21 posts
Capitalize, Crypto.com Team Up to Optimize Rollover Process
The new platform will be available to Crypto.com IRA customers
IRALOGIX, Capitalize Partner to Simplify 401(k) Rollovers
Plus, news from Fiducient Advisors, Hightower, CFP Board, and more
Capitalize Launches 401(k) Rollover Solution for Advisors
The Capitalize for Advisors platform aims to help advisors track down held-away accounts and initiate rollover processes
TIAA, Capitalize Collaborate to Simplify Rollover Experience
Plus, news from Betterment, Securian Financial, Northern Trust, and more
Firstrade Integrates Capitalize’s 401(k) Rollover API
Move allows users to seamlessly transfer legacy 401(k)s into Firstrade IRAs
Forgotten 401(k) Assets Hit $2.1 Trillion
The latest Capitalize analysis highlights an ongoing surge in lost 401(k) accounts
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
SoFi and Capitalize Extend Partnership to Offer 401(k) Consolidation
The Capitalize Embedded Rollover API solution is currently available to all SoFi members
Capitalize, Human Interest Make ‘Most Innovative Companies’ List
401(k)-focused firms named to prestigious Fast Company 2025 rankings of companies reshaping industries
Capitalize and Public to Offer 401(k) Rollover Solution
The offering will be available to U.S. Public members in the weeks ahead