Capitalize guides users through an online process to offer a streamlined alternative to the historically complicated, manual process of rolling over retirement accounts – for free. The platform instantly locates former 401k accounts, matches users to individual retirement accounts at leading financial institutions, and initiates rollovers on their behalf.
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Fintastico Team
5 months
https://www.lendacademy.com/pitchit-podcast-31-...
PitchIt Podcast #31: Gaurav Sharma of Capitalize
The fintech community's one-stop-shop for all things lending and digital banking. Conferences, podcasts, news, webinars, & white papers showcasing the latest in fintech.
Fintastico Team
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Fintastico Team
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