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Capitalize Stock (CAP)
Capitalize is a fintech company that helps people save for and manage their retirement accounts
About Capitalize Stock
Founded
2019
Headquarters
New York, NY, US
Industries
Software, Artificial Intelligence, Data and Analytics
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. Capitalize’s 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.
Capitalize Press Mentions
Stay in the know about the latest news on Capitalize
Capitalize Announcing Prop Trading with One-Step Evaluation Program for Aspiring Traders
finsmes • Nov 24, 2024
Capitalize Announcing Prop Trading with One-Step Evaluation Program for Aspiring Traders
benzinga • Nov 24, 2024
Capitalize Announcing Prop Trading with One-Step Evaluation Program for Aspiring Traders
globenewswire • Nov 23, 2024
Capitalize raises $19 million
coverager • Aug 15, 2024
Capitalize Raises $19 Million In Series B Funding To Accelerate Adoption of Digital Rollovers
businesswire • Aug 14, 2024
Capitalize Management
Leadership team at Capitalize
CEO
Gaurav Sharma
CTO
Christopher Phillips
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