How much funding has Capitalize raised?

Capitalize has raised $36.3M in total funding, most recently a Series B round.

Who are Capitalize's investors?

Capitalize's investors include Lerer Hippeau, Canapi Ventures, RRE Ventures, FJ Labs.

When was Capitalize founded?

Capitalize was founded in 2020.

Where is Capitalize headquartered?

Capitalize is headquartered in New York, New York, United States.

What industry is Capitalize in?

Capitalize operates in Fintech, Wealth Management.

How many employees does Capitalize have?

Capitalize has 11-50 employees.

Capitalize

We're making it easier to save for retirement.

New York, United States · Founded 2020 · $36.3M raised

Fintech

Wealth Management

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: 3

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 3 rounds, most recently a $19.0M Series B round in Aug 2024. Investors include Lerer Hippeau, Canapi Ventures and RRE Ventures.

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