Capitalize Stock
Capitalize is a fintech company that helps people save for and manage their retirement accounts
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About Capitalize Stock
Capitalize is a fintech company that helps people find and transfer old retirement accounts and open new ones. The company aims to eliminate all of the friction in the retirement savings system that stops them from doing so by building an online platform for consumers to roll over and consolidate legacy retirement accounts. Capitalizeâs unique mix of proprietary technology and leading customer service helps users instantly locate misplaced 401k accounts, select and open individual retirement accounts (IRAs) at leading financial institutions, and initiate rollovers on their behalf for free. By helping terminated employees roll over 401ks at the time of job change, Capitalize enables individuals to keep track of their savings and helps employers lower administrative fees and fiduciary risk. It is a well-funded, early-stage company backed by leading venture capital investors in New York (Greycroft, RRE Ventures), the Bay Area (Bling Capital), and Los Angeles (Walkabout Ventures). It was founded by Christopher Phillips and Gaurav Sharma in 2019 and is headquartered in New York, New York.
Funding History
March 2020 | $2.0M |
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February 2021 | $12.5M |
Management
CEO
Gaurav Sharma
CTO
Christopher Phillips
Senior Software Engineer
Will Folsom
Press
businessinsider - Apr, 6 2024
Capitalize Review: Uncovering Your Lost 401(k)businesswire - Mar, 8 2024
Capitalize To Power Rollovers for Ellevest Clientsbuiltinnyc - Dec, 12 2023
How Capitalize is âMaking Profit and Purpose Coexistâalleywatch - Jan, 22 2022
The Weekly Notable Startup Funding Report: 2/15/21lendacademy - Dec, 23 2021
PitchIt Podcast #31: Gaurav Sharma of Capitalize