Capitalize
formerly Capitalize MoneyWe're making it easier to save for retirement.
New York, United States · Founded 2020 · $36.3M raised
- Headquarters
- New York, New York
- Employees
- 11–50
- Founded
- 2020
- Business Model
- B2B2C
- Website
- hicapitalize.com
- Total Funding
- $36.3M
- Last Round
- $19.0M Series BAug 2024
- Rounds
- 4
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 4 funding rounds and 5 investors for this company. The full record is or through the API.
About
Capitalize is an independent fintech platform that helps Americans find, consolidate, and transfer old 401(k) accounts into IRAs through digital rollover technology. Founded in 2020, it also offers enterprise rollover APIs enabling financial institutions to embed seamless retirement account portability into their own products. The platform has helped users transfer billions of dollars in retirement assets and partners with leading institutions including TIAA.
Summary
Capitalize is a Fintech company based in New York, United States, founded in 2020. It has raised $36.3M in total across 4 rounds, most recently a $19.0M Series B round in Aug 2024. Investors include RRE Ventures, Canapi Ventures and Lerer Hippeau.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Aug 2024
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Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
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