Tags:FinanceFinTechITLifePhonePlatformRetirementTime
We're making it easy to save for retirement We?re on a mission to make saving for retirement easy. Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution ? without the paperwork, phone calls, and faxes of the past. In doing so, we?re automating the process by which $500 billion in 401k assets is rolled over each year. We?re also making sure that the 15 million 401k account holders who change jobs annually don?t do the wrong thing with their assets ? like cash them out, leave them behind, or pay excessive fees that erode their savings over time. But that?s not where we?re stopping. We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction in the retirement savings system that stops them from doing so. We?re a well-funded, early stage company backed by leading venture capital investors in New York (Greycroft, RRE), the Bay Area (Bling Capital) and Los Angeles (Walkabout).
Member count: 1-10
Total raised: $2M

Investors 1

DateNameWebsite
08.12.2020Bling Capi...blingcap.c...

Funding Rounds 2

DateSeriesAmountInvestorsDeal News
11.02.2021Series A$12.5M-Capitalize...
29.09.2020Seed$2MBling Capi...Capitalize...

Mentions in press and media 4

DateTitleDescriptionCategoryAuthorSource
12.02.2021Daily fund...Zocdoc raised $150M; Modern He...-Kristin Ka...vator.tv/n...
11.02.2021Capitalize...If you’ve ever left a job, c...401k, Blin...Mary Ann A...techcrunch...
30.09.2020Transfer R...Capitalize, a U.S.-based trans...-Samantha H...crowdfundi...
29.09.2020Capitalize...Capitalize, a New York-based i...USA-finsmes.co...