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.
$19M sweet spot round size
$19M
from 2 investors over 1 rounds
Capitalize raised $19M on September 14, 2024
Investors: RRE Ventures and + 2 Other investors