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

PRIVATEAug 14, 2024•almost 2 years 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.

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Funding Insights

Based on industry data
VC-backed spending patterns
VC-backed companies spend 89% more on sales and 100% more on marketing than bootstrapped peers
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, FundzIQ™ for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies.

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