Strategic Partnerships Capitalize has formed strategic partnerships with industry giants like Robinhood, opening up potential collaboration opportunities with other established players in the financial services sector.
Funding Success With significant funding totaling $15 million, Capitalize has financial stability to support its growth and presents opportunities for partnership or investment from firms looking to align with successful fintech ventures.
Product Innovation The launch of innovative solutions like 'The True Cost of Forgotten 401' showcases Capitalize's commitment to addressing pain points in the retirement savings market, setting the stage for engaging conversations with prospects seeking disruptive solutions.
Market Expansion Recent expansions and investments indicate a growth trajectory for Capitalize, signaling opportunities for sales professionals to target new markets and cater to the evolving needs of customers looking for streamlined retirement account management.
Competitive Advantage Capitalizing on a competitive edge through technology utilization, Capitalize's tech stack includes tools like TikTok Pixel and Google Analytics, providing avenues for sales reps to leverage cutting-edge technologies in their pitches to tech-savvy clients.
Capitalize uses 8 technology products and services including TikTok Pixel, Google Analytics, Unpkg, and more. Explore Capitalize's tech stack below.
| Capitalize Email Formats | Percentage |
| First.Last@hicapitalize.com | 41% |
| First@hicapitalize.com | 15% |
| Last@hicapitalize.com | 3% |
| First.Last@hicapitalize.com | 41% |
Financial ServicesNew York, United States51-200 Employees
Capitalize is the no-stress, no-hassle way to find, combine, and track your old 401(k)s. Our streamlined process lets you trade in annoying paperwork and headaches for a simple online experience. We’ve raised $15 million in venture capital from leading investors across the country who share our vision of making it simpler to save for retirement.
Company Overview
Funding & FinancialsCapitalize has raised a total of $13M of funding over 2 rounds. Their latest funding round was raised on Feb 11, 2021 in the amount of $13M.
Capitalize's revenue is in the range of $10M
Funding & FinancialsCapitalize has raised a total of $13M of funding over 2 rounds. Their latest funding round was raised on Feb 11, 2021 in the amount of $13M.
Capitalize's revenue is in the range of $10M
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