United States · Financial services startup
United States · Capitalize
Capitalize is a fintech company based in New York that assists Americans in managing their retirement savings.
Funding reportedLast round: Series B
About Capitalize
Capitalize is a fintech company based in New York that assists Americans in managing their retirement savings.
Founded in 2019-2020 by Christopher Phillips and Gaurav Sharma, the company focuses on helping users locate, consolidate, and maximize their retirement funds by transferring old 401(k) accounts into new Individual Retirement Accounts (IRAs) at no cost. The company offers a free digital platform that allows individuals to find misplaced retirement accounts, compare IRA providers, and initiate rollovers without the hassle of paperwork. Capitalize also provides enterprise APIs that enable financial institutions to facilitate retirement account transfers. Key features include a 401(k) locator tool, an IRA comparison dashboard, and free consultations with financial experts. Capitalize earns revenue from partner brokerages when users complete rollovers, ensuring a zero-cost experience for users.
What company datasets say Capitalize raised
Funding, as reported
On a portfolio page
Investors who name them
Each firm lists Capitalize on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
legacy account recoveryconsumerspersonality developmentfinancial_servicesfee_optimizationpartner_networkapi_integrationinformation technology & servicesira provider comparisonfinancial servicespartial 401(k) rolloverinvestment managementautomatic account matchingtax-free rolloverscalabilityrollover management
Built with from their website
Amazon SESGoogle Tag ManagerWordPress.orgAtlassianAWS Application Load BalancerGoogle WorkspaceMax Mega MenuViewport MetaMongoDBAmazon Simple Email Service
+8 more
Facebook SDKApple Business ManagerGoogle MeetAmazon Elastic Load BalancerAhrefsGoogle Font APIMySQLUnpkg
- Sector
- Financial services
- Industry code
- NAICS 5231, 523999, 513210, SIC 6732, 6282, 7372
- Region
- New York
- Revenue
- $3.0M a year, as listed
- Full record
- Every detail in the company directory
Financial services in United States
Startups like it
Is this your company?
Add your raise, your deck and your story, and put Capitalize in front of investors. Or tell us what we have wrong.