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
Member count: 11-50
Total raised: $14.5M
Founded date: 2019
Investors 2
| Date | Name | Website |
| - | RRE Ventur... | rre.com/ |
| - | Bling Capi... | blingcap.c... |
Funding Rounds 2
| Date | Series | Amount | Investors | Deal News |
| 11.02.2021 | Series A | $12.5M | - | techcrunch... |
| 29.09.2020 | Seed | $2M | Bling Capi... | crowdfundi... |
Mentions in press and media 12
| Date | Title | Description | Source |
| 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 spend... | prweb.com/... |
| 12.02.2021 | Daily funding roundup - February 11th, 2021 | Zocdoc raised $150M; Modern Health landed $74M; Human Interest secured $55M; WireWheel picks up $20M... | vator.tv/n... |
| 11.02.2021 | Capitalize Secures $12.5 Million in Series A | NEW YORK--(BUSINESS WIRE)--Capitalize, the first online platform to help consumers transfer retireme... | citybizlis... |
| 11.02.2021 | Capitalize Raises $12.5 Million To Help People Roll Over Old... | Capitalize — a company that helps consumers transfer retirement assets — recently announced the clos... | pulse2.com... |
| 11.02.2021 | Capitalize Scores $12.5M Series A Financing | NEW YORK, NY, Capitalize, the first online platform to help consumers transfer retirement assets, ... | vcnewsdail... |
| 11.02.2021 | Capitalize, a startup that wants to make it easy to roll ove... | If you’ve ever left a job, chances are you left your 401(k) plan along with it. And, if you’re like... | techcrunch... |
| 30.09.2020 | Transfer Retirement Assets Platform Capitalize Raises $2 Mil... | Capitalize, a U.S.-based transfer retirement assets platform, announced on Tuesday it raised $2 mill... | crowdfundi... |
| 29.09.2020 | Capitalize Closes $2M Seed Funding Round | Capitalize, a New York-based independent platform to transfer retirement assets, closed a $2M seed f... | finsmes.co... |
| 16.07.2020 | U.S. Department of Commerce Invests $5.2 Million in CARES Ac... | WASHINGTON - Today, U.S. Secretary of Commerce Wilbur Ross announced that the Department's Economic ... | marketscre... |
| 09.09.2019 | UK Fund That Aims to Capitalize on Crypto Volatility Raises ... | U.K.-licensed Nickel Asset Management says it has raised $50 million for a fund aimed to make profit... | coindesk.c... |
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