Capitalize Money
Latest round
- Series B
Last raised
- Aug 2024
Total raised
- $53M
Investors
- 6
About Capitalize Money
Founded in 2019 and based in New York, US, Capitalize Money, Inc. operates as a provider of a fintech company that helps people save for retirement. The company was co-founded by CEO Gaurav Sharma and CTO Christopher Phillips. In August 2024, Capitalize Money, Inc. The company offers an online platform that helps users consolidate or roll over their old 401k accounts into a new or existing (IRA) individual retirement account, a platform that combines proprietary technology and its customer support service team. Capitalize helps users locate their old 401(k) accounts, compare IRA options from providers, and manage the rollover process with minimal hassle through its AI-driven platform. The firm partners with IRA providers, including Betterment, SoFi, and Vanguard.
Who invested in Capitalize Money
6 investors across 4 rounds
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Questions about Capitalize Money
Who invested in Capitalize Money?
Capitalize Money has 6 investors on record across 4 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Capitalize Money raised?
Capitalize Money has raised 4 venture rounds. Sign up free to see how much each round raised and the total.
When did Capitalize Money last raise money?
Capitalize Money's most recent round on record is a Series B, in Aug 2024.
What does Capitalize Money do?
Founded in 2019 and based in New York, US, Capitalize Money, Inc.
Where is Capitalize Money headquartered?
Capitalize Money is headquartered in New York, US.
Which VCs invest in companies like Capitalize Money?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Capitalize Money's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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