Full-Time
Director of Customer Success
Enterprise
Capitalize Money
51-200 employees
Rollover 401(k)s to IRAs with technology
Compensation Overview
$140k - $160k/yr
New York, NY, USA
In Person
 Customer Experience & Support (1) |
|---|
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- 8+ years in Customer Success, Account Management, or post-sale leadership in B2B SaaS, fintech, or enterprise software
- Experience owning or materially impacting retention and expansion metrics (NRR, GRR, upsell/cross-sell)
- Track record of working successfully in high-growth environments
- Strong experience working with Enterprise clients, including senior product, operations, and business stakeholders
- Strong analytical mindset, comfortable using data to drive decisions and prioritize work
- Be a strategic partner to Enterprise clients: Build trusted relationships with product, operations, and business leaders at our Enterprise clients; Lead structured business reviews grounded in data, outcomes, and clear next steps; Act as the internal voice of our Enterprise client, ensuring their needs are clearly understood and addressed by the company
- Help drive launch and growing usage of our APIs: Ensure newly signed Enterprise clients launch successfully along with others in the organization; Reduce time-to-value by improving how partners integrate, go live, and scale usage; Help optimize integrations and product placements once launched
- Own retention and support expansion: Own key retention goals for relevant Enterprise clients, proactively ensuring client delight and successful renewals; Identify and support expansion opportunities across clients, use cases, and product surfaces; Build visibility into renewal risk and expansion pipeline
- Drive cross-functional alignment: Partner closely with Sales on account strategy, deal support, and expansion opportunities; Work with Product and Engineering to translate client feedback into roadmap priorities and platform improvements; Collaborate with Operations and Analytics to track partner performance and identify areas for optimization
- Experience in fintech, wealth management, or financial infrastructure
- Experience working with API-based or integration-dependent products
- Background in regulated or compliance-driven environments
- Experience in rapidly scaling companies
Capitalize Money helps people consolidate retirement savings by rolling over multiple old 401(k) accounts into Individual Retirement Accounts (IRAs). It locates missing or spread-out 401(k) plans and handles the rollover process through a combination of proprietary technology and a team of experts. The company earns revenue through partnerships with IRA providers, which pay Capitalize when a client completes a rollover, allowing the service to be offered at no cost to the client. Unlike keeping funds in separate 401(k) plans, IRAs offer more flexibility, broader investment options, and continued control over retirement savings regardless of employment status. The service also supports Roth 401(k) rollovers to preserve tax benefits. Capitalize’s goal is to save clients time and hassle while moving their retirement assets into accounts with greater control and options, expanding its reach by connecting clients with compatible IRA providers.
Company Size
51-200
Company Stage
Series B
Total Funding
$45.5M
Headquarters
New York City, New York
Founded
2020
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Simplify's Take
What believers are saying
- TIAA, Betterment, and Crypto.com expand embedded distribution across major platforms.
- March 2026 advisor launch targets a large, operationally painful rollover workflow.
- Billions in annual rollover volume support recurring transaction-driven revenue growth.
What critics are saying
- Partners can replicate rollover workflows and bypass Capitalize’s direct customer relationship.
- Revenue depends on partner conversion rates and preferred IRA provider agreements.
- Competing incumbents like Transamerica compress rollout advantages into standard platform features.
What makes Capitalize Money unique
- Embedded Rollover API integrates rollovers directly into partner onboarding flows.
- Combines digital account location with concierge support and transfer execution.
- Charges partners and preferred IRA providers, not individual rollover users.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Parental Leave
Stock Options
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↓ -3%2 year growth
↑ 1%Capitalize launches 401(k) rollover solution for Advisors. The Capitalize for Advisors platform aims to help advisors track down held-away accounts and initiate rollover processes March 31, 2026 Capitalize is launching a new platform that would help financial advisors and wealth management firms streamline the rollover process. The 401(k)-technology provider debuted its Capitalize for Advisors rollover solution on Tuesday, intended to help advisors and wealth management firms locate held-away accounts and initiate rollovers on behalf of clients. Other services include offering a team of rollover concierges and allowing advisors to monitor rollover transactions and next steps through the Capitalize dashboard. All of these services could reduce the time spent on rollovers by 90%, Capitalize projects. The platform will also leverage Capitalize's Embedded Rollover API solution, which already powers rollovers for large financial institutions, online brokers, digital wealth managers, and recordkeepers, the firm states. Capitalize notes that while 401(k) rollovers represent some of the largest growth opportunities for advisors, the process remains slow and tedious for many. Currently, over $1 trillion in 401(k) assets are rolled over each year, and close to $2.1 trillion remain behind in employer-sponsored accounts. Further, a new survey by Capitalize shows that among 966 U.S. financial advisors, nearly two-thirds describe rollovers as both a "critical source of assets" and "one of their top operational challenges" that includes hours of administrative work. The time spent on rollovers could take time away from growth opportunities, Capitalize reports. Even though close to 50% of advisors say they've set minimum balance thresholds to help clients consolidate their accounts, eligible accounts are often left behind because of the complex process. "Rollovers are one of the biggest growth opportunities for advisors, but the process today is slow, manual, and frustrating for both advisors and their clients," said Gaurav Sharma, CEO and Co-Founder of Capitalize. "We built the Capitalize for Advisors platform to modernize rollovers end-to-end, helping advisors capture more assets while delivering a dramatically better advisor and client experience." Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Capitalize has launched Capitalize for Advisors, a platform designed to help financial advisors streamline 401(k) rollovers and capture a share of $2.1 trillion in held-away retirement assets. The platform reduces time spent on rollovers by 90% through automated workflows that surface held-away accounts and initiate transfers on behalf of advisors. Over $1 trillion in 401(k) assets are rolled over annually, representing a significant growth opportunity for advisors. However, a survey of 966 US financial advisors found that nearly two-thirds view rollovers as both critical for asset growth and a top operational challenge, with nearly 50% setting minimum balance thresholds due to process complexity. The platform leverages Capitalize's Embedded Rollover API, already used by TIAA, Betterment, SoFi and Robinhood, to automate the traditionally manual rollover process.
TradeStation Securities has partnered with Capitalize to integrate the latter's Rollover API, enabling users to transfer 401(k) assets into Individual Retirement Accounts through TradeStation's platform. The integration allows traders to consolidate employer-sponsored retirement accounts without leaving the platform. Traditional rollovers typically take six to eight weeks, whilst digital methods like ACH complete in days. Capitalize's technology aims to streamline this process, allowing TradeStation users to locate old 401(k)s, verify details and submit rollover requests digitally. Founded in 1995, TradeStation is a self-clearing online brokerage offering trading services for stocks, options and futures. Capitalize has powered billions of dollars in retirement account transfers and has been recognised by TIME and Fast Company for its innovations.
TIAA Wealth Management partners with Capitalize to offer digital IRA rollover solution to address left- behind 401(k)s. Provides workers a way to find and consolidate their legacy retirement accounts. NEW YORK, Feb. 18, 2026 /PRNewswire/ - TIAA Wealth Management, a division of TIAA, has announced a partnership with Capitalize, to offer a new digital rollover experience for self-directed IRAs at TIAA. This new solution helps Americans find and consolidate left-behind retirement assets from former employers into TIAA IRAs with access to industry-leading lifetime income products. The partnership helps address the growing challenge of left-behind 401(k) accounts driven by job changes, which now represent over $2 trillion in assets[i]. The enhanced rollover process leverages Capitalize's Rollover API to help individuals locate former employer-sponsored retirement accounts and consolidate eligible assets into a TIAA IRA. Available now across desktop and mobile platforms, this solution simplifies the rollover process for participants, enabling individuals to consolidate and manage their retirement savings with greater ease. "Americans work hard to save for retirement, and their savings shouldn't be harder to manage after a job change," said David Nason, CEO of TIAA Wealth Management and Advice Solutions. "This partnership addresses a critical barrier in retirement planning: the friction that prevents people from consolidating and managing their savings. When we remove obstacles and simplify the process, we help millions of people keep more of their money working toward the retirement they deserve." "We're proud to combine our innovative technology with TIAA's trusted financial products to make it easier for people to consolidate their retirement accounts. Together, we're helping Americans better save for retirement and maximize their assets on the way to a fulfilling and rewarding retirement," said Gaurav Sharma, Founder and CEO of Capitalize. This partnership follows investment from TIAA Ventures, a strategic venture capital (VC) investment program operating within TIAA. https://www.tiaa.org/public/ventures About Capitalize. Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s. Our apis are used by leading financial institutions to power rollovers & retirement account transfers natively for their users and our rollover platform is also available to individuals directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of time's 100 best inventions, as well as by fast company as a world changing idea and forbes as one of the top 50 financial technology companies in the US for multiple years. For more information, please visit https://www.hicapitalize.com/enterprise. About TIAA. TIAA provides secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions.[i] it paid more than $5.9 billion in lifetime income to retired clients in 2024[ii] and has $1.5 trillion in assets under management (as of 12/31/2025).[iii]. [ii] based on data in plansponsor's 2025 DC recordkeeping survey published june 25, 2025. [iii] as of december 31,2024, TIAA paid out $5.9B in total annuity income. This figure represents all annuity income, including guaranteed and additional amounts, for all of TIAA's annuity products. Your email address will not be published. Required fields are marked *
TIAA Wealth Management has partnered with Capitalize to offer a digital IRA rollover solution addressing the growing challenge of left-behind 401(k) accounts, which now represent over $2 trillion in assets. The platform helps Americans locate and consolidate retirement accounts from former employers into TIAA IRAs. Available on desktop and mobile, the solution uses Capitalize's Rollover API to simplify the consolidation process for retirement savings. The partnership follows an investment from TIAA Ventures, the company's strategic venture capital programme. TIAA paid more than $5.9 billion in lifetime income to retired clients in 2024 and manages $1.5 trillion in assets. Capitalize has been recognised by TIME as one of the 100 Best Inventions and by Forbes as a top 50 financial technology company.