Capitalize helps users find old 401(k) accounts and consolidate them into a new IRA at one of its institutional partners, which include Betterment, Schwab, SoFi and Robinhood. In addition to its consumer offering, Capitalize has an enterprise business, where its rollover technology is embedded in the applications of the likes of Robinhood and SoFi, with additional partners to be announced later this year.

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