Capitalize logo

Capitalize

Brand · Financial Services

2.9

Company overview

Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s. Our APIs are used by leading online brokers, digital wealth providers, advisors, and recordkeepers to power rollovers & retirement account transfers natively for their users and our rollover platform is also available to individuals directly. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US for multiple years.
Founded in 2019
New York, New York, USA
60 employees (4 in marketing)
0% recommend to a friend
1% positive business outlook

Salaries

Typical salary range

$170,000 – $210,000

/ yr

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People

Headcount trend

Company growth over the last 12 months

Headcount -1.6% year over year

Funding

Total funding

$33.5M

Last raise

$19M

Series B

Funding history

Aug 2024

Series B · $19M

Feb 2021

Series A · $12.5M

Mar 2020

Seed · $2M

Audience

Monthly website visitors
141K
Month over month+14.6%
Quarter over quarter-3.9%
Top sourceSearch (57.1%)
Ad budget per month$2.7K
Average search rank40.2
Traffic source mix
Search
57.1%
Direct
26.8%
Referral
10.3%
Social
0.3%
Paid referral
0%

LinkedIn followers

Follower count and growth

Total followers

4.9K

12-mo growth

+20%

Monthly growth

+3.3%

News

Links