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INDUSTRY FIRST

Capitalize raised $19 million in a Series B funding round led by RRE Ventures to accelerate the adoption of digital rollovers.

Aug 14, 2024•about 1 year ago

Amount Raised

$19 Million

Round Type

series b

New YorkFintech

Investors

Industry VenturesBling CapitalCanapi VenturesRre Ventures

Description

Capitalize announced the close of a $19 million Series B funding round, with participation from existing investors Canapi Ventures and Bling Capital, as well as new investors like Industry Ventures. The funding will help modernize the rollover process for retirement assets.

Company Information

Company

Capitalize

Location

New York, New York, United States

About

Capitalize is the first platform to help consumers and their financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Launched in 2020, the company has rapidly expanded its offerings, processing several billion dollars in rollover volume annually. Capitalize partners with leading financial institutions to embed its rollover technology into their systems, improving the efficiency of the rollover process. The company's goal is to modernize the antiquated rollover process, making it easier for Americans to manage their retirement funds.

Company News

(6 articles)

Mon, 02 Jun 2025 07:00:00 GMT

Federal Employees and Retirees May Have Forgotten About Retirement Accounts from Previous Employers - Serving Those Who Serve

Thu, 10 Apr 2025 07:00:00 GMT

Capitalize Review 2025: Is This Investment App Worth It? - Business Insider

Fri, 26 May 2023 07:00:00 GMT

Capitalize Review: How to find forgotten 401(k) accounts and roll them into an IRA - CNBC

Wed, 26 Mar 2025 14:40:41 GMT

Capitalize and Public Announce New Partnership to Modernize 401(k) Rollovers - FinTech Futures

Wed, 07 May 2025 07:00:00 GMT

SoFi and Capitalize Expand Long-Standing Partnership To Simplify 401(k) Transfers - Business Wire

Wed, 14 Jun 2023 07:00:00 GMT

“Forgotten” 401(k) Accounts Grow to $1.65 Trillion of Assets, According to New Analysis by Capitalize - Business Wire

FundzWatch™ Score

Medium Activity

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