- Top 1% of respondersCapitalize is in the top 1% of companies in terms of response time to applications
- Responds within a dayBased on past data, Capitalize usually responds to incoming applications within a day
- B2C
- Growth StageExpanding market presence
- Recently fundedRaised funding in the past six months
- Website
- Location
- Company size
- 11-50 people
- Total raised
- $14.5M
- Company type
- Technology ProviderConsumer Financial Services
- Markets
Capitalize careers
We’re on a mission to make saving for retirement easy. Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we’re automating the process by which $500 billion in 401k assets is rolled over each year. We’re also making sure that the 15 million 401k account holders who change jobs annually don’t do the wrong thing with their assets – like cash them out, leave them behind, or pay excessive fees that erode their savings over time.
But that’s not where we’re stopping. We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction in the retirement savings system that stops them from doing so.
We’re a well-funded, early stage company backed by leading venture capital investors in New York (Greycroft, RRE), the Bay Area (Bling Capital) and Los Angeles (Walkabout).
But that’s not where we’re stopping. We believe all Americans should retire with enough money for a life of dignity. Over time, we intend to eliminate all of the friction in the retirement savings system that stops them from doing so.
We’re a well-funded, early stage company backed by leading venture capital investors in New York (Greycroft, RRE), the Bay Area (Bling Capital) and Los Angeles (Walkabout).
Senior Marketing Manager, Partnerships
New York City
2 days ago
Senior Manager, Growth Marketing
New York City
2 days ago
Customer Service & Operations Associate
In office • New York City
$50k – $55k4 days ago
Executive Assistant
New York
1 month ago
Integrations Engineer
New York City
3 months ago
Partnerships Manager
New York City
3 months ago
Christopher Phillips
Currently serving as CTO and Co-Founder of Capitalize, a venture-backed fintech company in NY focused on reducing friction in the retirement savings market.
Gaurav Sharma
CEO and Co-Founder of Capitalize, a venture-backed fintech company in New York focused on reducing friction in the retirement savings market.
Total raised
$14.5M
Funded over
2 rounds
Latest round