Enterprise API Expansion Capitalize's embedded rollover API is already used by leading online brokers, digital wealth providers, advisors, and recordkeepers to power 401(k) rollovers and transfers, signaling a strong opportunity to win more enterprise deals with large financial institutions seeking seamless asset transfers.

Partnership Pace Recent collaborations with TIAA, IRA Logix, and Crypto.com demonstrate Capitalize's ability to integrate and co-sell with major retirement platforms, creating avenues to expand distribution through additional fintechs and platform ecosystems.

Forgotten Assets A landmark study highlights trillions in forgotten retirement assets, presenting a compelling sell to plan sponsors, HR systems, and advisors to help locate, recover, and transfer these assets using Capitalize's solution.

Credibility Edge Awards and recognition from TIME, Forbes and Fast Company provide a strong risk mitigant for enterprise buyers and can be leveraged in proposals, RFIs, and executive briefings to accelerate procurement.

Multi Channel With both an embedded B2B API and a direct consumer rollover platform, Capitalize can pursue cross selling into banks and brokerages while also serving individual users, broadening revenue pools and stickiness.