Investors 1
| Date | Name | Website |
| - | Summit Pea... | summitpeak... |
Mentions in press and media 3
| Date | Title | Description |
| 09.03.2026 | Small 401(k)s may automatically follow workers to their next job — except Roth money | Employers typically roll over ex-employee 401(k) balances between $1,000 and $7,000 to individual retirement accounts. The Portability Services Network facilitates matching those IRAs with their owner once the worker is enrolled in another ... |
| 19.08.2024 | Capitalize: A New Dawn for Retirement Asset Transfers | In the world of finance, change is often slow. But sometimes, a spark ignites a wildfire. Capitalize is that spark. This New York-based startup is revolutionizing how Americans manage their retirement assets. Recently, they secured $19 mill... |
| 17.08.2024 | Capitalize: 401(k) Management Company Raises $19 Million (Series B) | Capitalize, a platform that helps consumers and financial institutions digitally find and transfer retirement assets, announced the closing of a $19 million Series B funding round led by RRE Ventures. The funding round included participatio... |