Articles tagged "Capitalize"
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DOL program to reunite $1.65 trillion of 401(k) assets with plan participants is long, long overdue; it's also little threat to VC-backed startup with overlapping mission -- and big head start
Gaurav Sharma, founder of Capitalize, explains in RIABiz Q&A, that Labor Dept. will need help -- lots of it -- but that SECURE 2.0 made it possible to begin to address.
December 13, 2024 at 12:04 AM
Capitalize inks 'deep, multi-year' deals with Schwab, Betterment and Robinhood to mine 401(k) assets, and $19 million VC round follows
The New York City 401(k)-rollover startup is using 'Plaid' style APIs startups to unlock $1.65 trillion in all-but-forgotten401(k) assets
August 23, 2024 at 4:25 AM
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
