Capitalize
Fintech that helps people find and roll over old 401(k) accounts into IRAs through a free, digital process.
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About
Capitalize is a fintech platform that helps consumers locate and roll over legacy 401(k) and 403(b) accounts into IRAs, and provides rollover technology to financial institutions. Founded in 2019 by Gaurav Sharma and Christopher Phillips in New York, it raised a $19M Series B in 2024 led by RRE Ventures.
Leadership
founders · executives- Christopher PhillipsCo-Founder & CTO
- Gaurav SharmaCo-Founder & CEO
Acquisitions
2 deals tracked- Jan 9, 2023
- Aug 12, 2022
Recent moves
funding · M&A · launches- Aug 8, 2025
- Nov 4, 2024
- Aug 14, 2024
- Jul 10, 2024
- Mar 25, 2024
- Aug 28, 2023
Capitalize in the news
All news →DHI Group, Inc. has announced a strategic reorganization to split its operations into two distinct divisions: Dice and ClearanceJobs. This move aims to focus on the unique market demands of each brand, streamline…
Aug 14, 2024Capitalize Secures $19M to Revolutionize 401(k) Rollovers with Digital InnovationCapitalize , a platform that facilitates the digital transfer and management of retirement assets, announced the closure of a $19 million Series B funding round led by RRE Ventures. This investment will accelerate the…
Aug 17, 2022HiBob Raises $150M Series D Up-Round Led by General Atlantic to Capitalize on Significant Business MomentumSeries D follows HiBob’s $150M Series C just 10 months ago HiBob now valued at $2.45B; Series D was led by global growth investor General Atlantic, with participation from Bessemer Venture Partners and other existing…
Aug 8, 2025Upwork Reports Second Quarter 2025 Financial ResultsUpwork reported strong Q2 2025 financial results, with record revenue of $194.9 million , GAAP net income of $32.7 million , and adjusted EBITDA of $57.1 million , marking a 17% profit margin and a record 29% EBITDA…
Nov 4, 2024TrueBlue Reports 19% Revenue Decline in Q3 2024 but Accelerates Digital Transformation to Drive Future GrowthTrueBlue, a leading workforce solutions provider, reported its third-quarter 2024 financial results, highlighting a 19% year-over-year revenue decline to $382 million and a net loss of $8 million. Despite challenging…
Jul 10, 2024Benchmark Analytics® Announces Strategic Growth Investment from PSG EquityBenchmark Analytics , a leading SaaS-based analytics platform focused on improving law enforcement personnel management and officer wellness, has received a strategic growth investment from PSG Equity. This partnership…
Capitalize — frequently asked questions
What does Capitalize do?
Fintech that helps people find and roll over old 401(k) accounts into IRAs through a free, digital process.
Where is Capitalize headquartered?
Capitalize is headquartered in New York, NY, United States.
When was Capitalize founded?
Capitalize was founded in 2019.
Who founded Capitalize?
Capitalize was founded by Gaurav Sharma, Christopher Phillips.
Who is the CEO of Capitalize?
Gaurav Sharma leads Capitalize as CEO.
What kind of HR technology is Capitalize?
Capitalize is categorized under 401K, Financial Wellness on DHRMap.
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