Company
Capitalize
Powering Seamless 401(k) Rollovers - Rollover API
Also known as Capitalize Money, Inc
- Business model
- B2B2C
- Legal name
- Capitalize Money, Inc
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Record updated 29 September 2026
About
Learn how Capitalize helps leading financial institutions capture retirement assets digitally and at scale. Or explore our free rollover service for consumers.
Funding snapshot
- Total raised
- $33MSEC form D sum, as of 2026-09-29Source (opens in a new tab)
- Latest round
- Round, $18.7M2024-07-02
Funding rounds
- Round, 2024
- $18.7M2024-07-02, SEC form D sold, 10 investors
- Round, 2020
- $12.3M2020-12-22, SEC form D sold, 7 investors
- Round, 2020
- $2M2020-03-25, SEC form D sold, 7 investors
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