Articles tagged "Capitalize"
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Capitalize sees opening to serve RIAs with 401(k) rollover services on heels of DOL fiduciary rule and scores $12.5M from VC firms to make it happen
With DOL all but outlawing RIAs from advising investors from rolling pension assets to IRAs, New York startup that specializes in the hand-off steps into the breach for RIAs.
February 25, 2021 at 1:16 AM
Capitalize gets $2 million from four top VCs on novel freemium idea -- to reunite investors with hundreds of billions in 401(k) assets held by their ex-employer
Founded by a 35 year-old who got his career start at hedge funds, the New York City firm will make sure your rollovers take place, paperlessly -- at least for you
November 3, 2020 at 10:07 PM
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