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: $14.5M
Investors 3
Funding Rounds 2
| Date | Series | Amount | Investors |
| 11.02.2021 | Series A | $12.5M | - |
| 29.09.2020 | Seed | $2M | Bling Capi... |
Mentions in press and media 14
| Date | Title | Description |
| 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... |
| 11.02.2021 | Capitalize Secures $12.5 Million in Series A | NEW YORK--(BUSINESS WIRE)--Capitalize, the first online platform to help consumers transfer retirement assets, today announced the close of a $12.5 million Series A investment round. Canapi Ventures led the round with participation from Cap... |
| 11.02.2021 | Capitalize Scores $12.5M Series A Financing | NEW YORK, NY, Capitalize, the first online platform to help consumers transfer retirement assets, has closed a $12.5 million Series A round. >> Click here for more funding data on Capitalize >> To export Capitalize funding d... |
| 11.02.2021 | Capitalize Raises $12.5 Million To Help People Roll Over Old 401k Accounts | Capitalize — a company that helps consumers transfer retirement assets — recently announced the closing of a $12.5 million Series A investment round. Capitalize — a company that helps consumers transfer retirement assets — recently announce... |
| 11.02.2021 | Capitalize, a startup that wants to make it easy to roll over your 401(k), closes on $12.5M Series A | If you’ve ever left a job, chances are you left your 401(k) plan along with it. And, if you’re like many Americans and change jobs every few years or so, you could have multiple 401(k) plans spread out at various companies, doing their own ... |
| 30.09.2020 | Transfer Retirement Assets Platform Capitalize Raises $2 Million Through Seed Funding Round Led By Bling Capital | Capitalize, a U.S.-based transfer retirement assets platform, announced on Tuesday it raised $2 million through its latest seed investment round, which was led by early-stage venture fund Bling Capital, with additional investors include Gre... |
| 29.09.2020 | Capitalize Closes $2M Seed Funding Round | Capitalize, a New York-based independent platform to transfer retirement assets, closed a $2M seed funding round. The round was led by Bling Capital, with participation from Greycroft, RRE Ventures and Walkabout Ventures. The new funding wi... |
| 16.07.2020 | U.S. Department of Commerce Invests $5.2 Million in CARES Act Funding to Capitalize Revolving Loan Funds to Help Small Businesses Across Missouri Respond to Coronavirus | WASHINGTON - Today, U.S. Secretary of Commerce Wilbur Ross announced that the Department's Economic Development Administration (EDA) is awarding $5.2 million in CARES Act Recovery Assistance grants to capitalize and administer Revolving Loa... |
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