NEW YORK–(BUSINESS WIRE)–Aug 11, 2021–
Capitalize, the first independent platform to transfer retirement assets, and The Financial Gym, a personal financial services company that takes a fitness-inspired approach to its clients’ finances, today announced a new partnership to help The Financial Gym clients find and consolidate their retirement accounts.
“The Financial Gym has a unique vision – it believes that financial fitness is just as important to practice and prioritize as physical fitness, and it’s a mission we couldn’t be happier to support,” said Gaurav Sharma, CEO of Capitalize. “We’re honored to be the first retirement-focused financial wellness tool available to The Financial Gym, and we’re looking forward to helping new clients get closer to achieving their financial goals.”
Under the terms of the partnership, The Financial Gym community will now have access to Capitalize’s platform and rollover concierges. These features will help clients find and consolidate old or lost retirement accounts, such as a 401(k), into a new individual retirement account (IRA) of their choice. By merging their accounts into one place, The Financial Gym clients will be able to easily keep track of and grow their retirement assets, helping them better prepare for the future.
“At The Financial Gym, a common pain point we see…
