Capitalize is a New York-based company committed to simplifying the retirement process for our customers. Our product helps you locate your old 401(k), choose an IRA provider (if you don’t already have one), and transfer your funds to the IRA – for free. Most of the process can be done online and our team of rollover experts is available to guide you along the way!
Location: United States, New York
Total raised: $33.5M
Investors 3
Funding Rounds 3
| Date | Series | Amount | Investors |
| 17.08.2024 | Series B | $19M | - |
| 11.02.2021 | Series A | $12.5M | - |
| 29.09.2020 | Seed | $2M | Bling Capi... |
Mentions in press and media 22
| Date | Title | Description |
| 08.06.2025 | The 401(k) Conundrum: Navigating Retirement Savings in Your 30s | In the world of retirement savings, the 401(k) is a beacon of hope. It promises a secure future, yet many Americans in their 30s find themselves adrift. Recent reports reveal a mixed bag of progress and pitfalls. The average 401(k) balance ... |
| 07.06.2025 | ‘Forgotten’ 401(k) account fees can cost workers thousands in lost retirement savings, report finds | Losing track of an old 401(k) is an ongoing problem as workers change jobs with increased frequency. Some former employees unknowingly pay thousands of dollars in fees when they leave a position but don’t take their retirement savings with ... |
| 19.08.2024 | Capitalize: A New Dawn for Retirement Asset Transfers | In the world of finance, change is often slow. But sometimes, a spark ignites a wildfire. Capitalize is that spark. This New York-based startup is revolutionizing how Americans manage their retirement assets. Recently, they secured $19 mill... |
| 17.08.2024 | Capitalize: 401(k) Management Company Raises $19 Million (Series B) | Capitalize, a platform that helps consumers and financial institutions digitally find and transfer retirement assets, announced the closing of a $19 million Series B funding round led by RRE Ventures. The funding round included participatio... |
| 14.08.2024 | Capitalize raises $19 million | Capitalize, Capitalize Founded: 2019 Headquarters: New York, New York, United States Total Funding: $14.5M See full company profile "> a startup helping consumers and financial institutions find and transfer retirement assets, annou... |
| 14.08.2024 | Capitalize Raises $19M in Series B Funding | Capitalize, a NYC-based provider of a platform that helps consumers and financial institutions digitally find and transfer retirement assets, raised $19M in Series B funding. The round was led by RRE Ventures with participation from existin... |
| 14.08.2024 | Capitalize raises $19 million | Capitalize, Capitalize Founded: 2019 Headquarters: New York, New York, United States Total Funding: $33.5M See full company profile "> a startup helping consumers and financial institutions find and transfer retirement assets, annou... |
| 11.09.2023 | Equity Sharing for Startups: Finding the Right Balance Between Fairness and Incentives | Share Tweet Share Share Email Opening your own startup is thrilling, but divvying up equity stakes can quickly dampen the mood. The exhilaration of the early days can turn into resentment if co-founders feel shares are distributed unfairly.... |
| 27.08.2021 | Don’t Resign Your 401K During “The Great Resignation” | LEAWOOD, Kan. (PRWEB) August 27, 2021 Long gone are the days when the average American worker spends their entire career clocking in and out at the same employer. The modern workforce is notorious for embracing change, adopting and growing ... |
| 12.02.2021 | Daily funding roundup - February 11th, 2021 | Zocdoc raised $150M; Modern Health landed $74M; Human Interest secured $55M; WireWheel picks up $20M Zocdoc: Zocdoc is a digital healthcare scheduling platform. Zocdoc has raised $150 million in fresh funding led by Francisco Partners. Read... |
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