Remote Jobs at Capitalize

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Capitalize

Capitalize is a company that specializes in helping individuals manage and roll over their old 401(k) accounts into individual retirement accounts (IRAs). The company provides a seamless and hassle-free service to locate old 401(k)s, compare top IRAs, and execute rollovers, often at no cost to the user, as it partners with several IRA providers. Capitalize aims to simplify retirement savings management by allowing greater control, visibility into fees, and flexibility over investment options. With proprietary technology and expert support, Capitalize ensures safe and tax-efficient transfers of retirement funds.

11 - 50 employees

Founded 2019

πŸ’Έ Finance

πŸ‘₯ B2C

πŸ’³ Fintech

πŸ’° $12.5M Series A on 2021-02

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0 Jobs
πŸ†• Date Added

November 20

Customer Service Specialist at Capitalize, helping clients navigate retirement account rollovers. Ensure a great experience and advocate for customer feedback.

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