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About the role
Recordkeepers have a significant opportunity to grow and retain retirement assets by making it easier for participants to move money. Yet roll-ins, rollovers, and account consolidation remain fragmented, manual, and operationally complex. Capitalize provides the technology and supporting operations to streamline these journeys, improve the participant experience, and help retirement providers capture more assets while reducing friction. Found on 1752vc Careers, the job board for startup and VC roles.
More about this role
Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team.
We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets.
Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more. Our Advisor offering helps wealth management firms and advisors leverage that same technology, helping end-users seamlessly find and consolidate their retirement savings into one account.
We’ve raised $35mm+ from leading venture capital investors including RRE Ventures, Canapi Ventures, Greycroft, and others, and we’ve been recognized as one of TIME’s 100 Best Inventions, one of the Most Innovative Companies in America by Fast Company, and by Forbes as one of the Top 50 Fintech Companies in the US for several years running.
Recordkeepers have a significant opportunity to grow and retain retirement assets by making...
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