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Locations

New York, NY, USA

industry

Finance · Lending and Investments

Size

51-200 employees

Stage

Series A

founded in

2019

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.


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