Company Directory / financial services
PrivateFor profitfinancial servicesNew York, United States
Capitalize
Capitalize locates and transfers retirement assets for financial institutions and consumers.
- Founded
- 2019 7 years ago
- Staff
- 11-50 band, as listed
- Followers
- - on LinkedIn
- Funding
- $34M as listed, currency not stated
Set against six million companies
Size
11-50 people: larger than 33% of companies with a size listed
Age
7 years old.
Reach
Website ranked #203,030 in the world for traffic, about 215k visits a month.
What it does
FinanceFinancial ServicesFinTech
Funding, as listed
$34M currency not stated
- Rounds3
- LatestSeries b, Aug 2024
- Investors6, 3 leading
What the source datasets report. We have not watched these rounds ourselves.
Every detail we hold
Everything the source datasets list about Capitalize, field by field. Contact details are held but never shown.
The company
- Name
- Capitalize
- Type
- For profit
- Status
- Private
- Founded
- 2019
- Founders
- Christopher Phillips, Gaurav Sharma
- Industry
- financial services
- Categories
- Finance, Financial Services, FinTech
Where
- City
- New York
- Country
- United States
- Markets
- Greater New York Area, East Coast, Northeastern US
Size and reach
- Staff band
- 11-50
- Web traffic rank
- #203,030
- Monthly web visits
- 215,276
Funding, as listed
- Total
- 33,500,000 (currency not stated)
- Rounds
- 3
- Latest round
- Series b
- Latest round date
- Aug 2024
- Investors
- 6
- Lead investors
- 3
- Listing status
- private
About this record
- Sources
- Crunchbase
- Last imported
- Sept 2026
Companies like it
financial services in United States.
From the company datasets we hold (Crunchbase, LinkedIn and Apollo listings), as listed there; 1,637,054 companies in United States and 5,926,251 in all. We hold no contact details for public display. Correct this, or ask for it to be removed.