Capitalize is a fintech company on a mission to help people save for retirement. Their online platform helps people quickly consolidate or roll over their old 401k accounts into a new or existing IRA - for free. Capitalize manages the entire 401k rollover process for users through an online alternative to the existing manual, paper-based process of transferring retirement accounts. Over time, Capitalize intends to help users manage all of their employer-sponsored and individual retirement accounts as they move throughout their career.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 02/11/21 | $12,500,000 | Series A |
Bling Capital Canapi Ventures  Greycroft RRE Ventures Walkabout Ventures | undisclosed |
| 08/14/24 | $19,000,000 | Series B |
Bling Capital Canapi Ventures Industry Ventures RRE Ventures | undisclosed |
