I had the pleasure of speaking with Chrys Castro this morning, as she was helping me roll over my 401k into a Roth IRA. She was incredibly kind and attentive. I'm not usually one to write reviews, but... See more
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Review summary
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I was looking for my old 401k rollover transfer to Robinhood and I got some good offer from Robinhood which has done smooth transfer using Capitalize. Overall, I am satisfied with Robinhood and Capita... See more
Stephanie did a great job and everything went smoothly as planned. There was ample communication prior to the event and the whole process probably took about 10 to 15 minutes.
Rolling over tax advantaged, retirement accounts is never fun but neither is managing several different brokerages. The people at Capitalize take an antiquated process and handle the whole thing start... See more
Company details
- #143 of 252 best companies in Non-Bank Financial Service
About Capitalize
Written by the company
Don't leave your old 401(k) in the dust.
We find, consolidate, and roll over your retirement savings into one account — for free.
We help people find and consolidate their old retirement accounts, like 401(k)s. Through Capitalize, you can:
- Transfer your 401(k) assets from previous jobs into a new or existing IRA
- Get matched with an IRA from leading providers like Fidelity, Betterment, SoFi, and others based on your preferences
- Let us do all the hard work, for free. Rollovers can be a pain. We’re experts on retirement accounts and offer unbiased help. We’ll coordinate with your old 401k provider to process the transfer, for free.
Rolling your old 401(k)s over into an IRA allows you to invest your money however you want rather than letting it sit in an old employer-sponsored plan!
Contact info
156 5th Avenue, 10010, New York, United States
- contact@hicapitalize.com
- hicapitalize.com
4.6
Excellent
4K reviews
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Very easy process
The process was very straight forward and easy to complete on my own. It did take a few business days but that is absolutely understandable. I liked receiving consistent updates and the process moved along.
May 15, 2026
Unprompted review
May use AI-assist with repliesRead more
At Trustpilot, it's all about human content. This business can also access our AI-assisted response tool which helps them draft replies.
David and Ralph is very helpful and…
David and Ralph is very helpful and made the experience seamless
April 22, 2026
Unprompted review
Reply from Capitalize
Hi Leo,
Thank you so much for taking the time to share your feedback. At Capitalize, our goal is to make the rollover process easier for our customers. Thanks again for the honest feedback, we really appreciate the review.
Best,
Smooth and easy.
May 14, 2026
It was quick and easy.
May 14, 2026
Capitalize made the process SO easy
Capitalize made the process SO easy! In the past, I had to call one bank, print out the documents, scan and email them back . This time with Capitalize the effort on my end was minimal. I loved the experience & that you can schedule calls in advance.
May 14, 2026
the company updated me through every…
the company updated me through every step and kept me abreast of everything. they are diligent and stay ahead of the next step. it was a pleasure to be guided by them.
May 1, 2026
Unprompted review
The process to roll over my old…
The process to roll over my old accounts were made so easy thanks to capitalize. Highly recommended
May 14, 2026
Unprompted review
Very clear and streamlined process
Very clear and streamlined process, no snags or anything, super helpful!
May 6, 2026
Unprompted review
Derrick helped me rollover smoothly…
Derrick helped me rollover smoothly from my previous 401k to current human interest account. Everything was prefect and quick.
Appreciate the team
May 4, 2026
Unprompted review
The whole process was very seamless and…
The whole process was very seamless and transferred occurred without any problems. I also received emails about the progress. Overall a very good experience.
May 12, 2026
Unprompted review
Great customer service and follow up
Great customer service and follow up. Excellent guidance from cust serv representatives.
May 6, 2026
Unprompted review
401k rollover Incompetence
Setup a 401k rollover and had a scheduled call setup a month in advance and received several reminders for me to confirm the rollover call and no one called and then over an hour after the confirmed call was not received I got a survey about the call that never happened and after calling customer several times finally got a callback and then the person who called could not help me or connect me to someone who could.
May 11, 2026
Unprompted review
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