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Capitalize

59 employees

Capitalize is the first platform to help consumers and their financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Our APIs are used by leading financial institutions to power rollovers & retirement account transfers natively for their users and our rollover platform is also available to consumers directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US for multiple years.

Investor insights

Funding rounds participated in

$19M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Funding rounds raised

Total raised

$19M

from 2 investors over 1 rounds

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Capitalize raised $19M on September 14, 2024

Investors: RRE Ventures and + 2 Other investors

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