Money & Insurance

Capitalize

102 reviews

★★★★★

4.7102 reviews

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About Capitalize

Data updated 2026-08-10

Website: hicapitalize.com
Category: Money & Insurance
Location: United States · New York
Status: Unclaimed
Last 12 months: 102 reviews
Replies to negative: 86% (6/7)

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Is Capitalize legit?

Capitalize (hicapitalize.com) has a 4.7 out of 5 rating on OK.one, based on 102 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 93% rating it 4 stars or higher; The business has replied to 86% of negative reviews. Last updated 2026-08-10.

What people say

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102 reviews matching

Liz Leahey · 1 review · Experienced 2026-07-02 · Posted 2026-07-02

★★★★★

Incredibly Friendly Staff

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 I am also not usually impressed by how friendly and considerate someone is on the other side of the phone! She made the process super easy. Thanks, Chrys!

Reply from Capitalize2026-07-03

Hi Liz, thank you for the fantastic feedback! We are so glad we could help make your rollover experience seamless. Thanks for choosing Capitalize!

Helen Kuekes · 5 reviews · Verified · Experienced 2026-06-08 · Posted 2026-06-10

★★★★★

Very helpful!

Capitalize helped me move my IRA to Facet. I was able to do this on my time frame. It is difficult to do things during the day and Capitalize was available on n the evening when I needed help.