Sign Up Today and Learn More About Capitalize Stock
Invest in or calculate the value of your shares in Capitalize or other pre-IPO companies through EquityZen's platform.
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, Data and Analytics, Artificial Intelligence
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.
Capitalize Press Mentions
Stay in the know about the latest news on Capitalize
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 Review: Uncovering Your Lost 401(k)
businessinsider ⢠Apr 06, 2024
Capitalize To Power Rollovers for Ellevest Clients
businesswire ⢠Mar 08, 2024
How Capitalize is âMaking Profit and Purpose Coexistâ
builtinnyc ⢠Dec 12, 2023
Capitalize Management
Leadership team at Capitalize
CEO
Gaurav Sharma
CTO
Christopher Phillips
Join now and verify your accreditation status to gain access to:
- Capitalize current valuation
- Capitalize stock price
- Available deals in Capitalize and all other companies
- Deal offering documents
- EquityZen's proprietary data and insights, including
- Cap tables, which include funding history by Share Class and Liquidity Preferences
- Company Highlights
- Business Model
- Risk Factors
How to invest in Capitalize stock?
Accredited investors can buy pre-IPO stock in companies like Capitalize through EquityZen funds. These investments are made available by existing Capitalize shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event â house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell Capitalize stock?
Shareholders can sell their Capitalize stock through EquityZen's private company marketplace. EquityZen's network includes over 320K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 42K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
