Tag : retirement assets

Capitalize Raises $19 Million In Series B Funding To Accelerate Adoption of Digital Rollovers
Finance Fintech News

Capitalize Raises $19 Million In Series B Funding To Accelerate Adoption of Digital Rollovers

Business Wire
Capitalize Rollover Volume Has Grown Over 6x In Last 18 Months, Now Processing Several Billion Dollars In Retirement Account Transfers Annually Capitalize, the first platform to help consumers and financial institutions digitally find and transfer retirement assets, today announced the close of a $19 million Series B funding round, led......
Security Benefit Adds Two Diversified Index Credit Options for Strategic Growth Series
News Risk Management

Security Benefit Adds Two Diversified Index Credit Options for Strategic Growth Series

Fintech News Desk
Risk-controlled factor rotator strategy developed by firm’s in-house Investment Team Security Benefit announced the addition of two new index accounts based on the S&P 500 Factor Rotator Daily RC2 7% Index (Factor Rotator) and the S&P Multi-Asset Risk Control (MARC) 5% Index. Both diversified indexes are now options in new......
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