Insights

Strategic Partnerships Capitalize's recent partnership with Robinhood opens up opportunities to collaborate on financial products and services, presenting a potential avenue for cross-selling and joint marketing initiatives.

Funding Growth The significant funding received by Capitalize indicates expansion plans and financial stability, suggesting potential partnerships or acquisitions to leverage their growth trajectory for sales opportunities.

Technology Integration Capitalize's tech stack showcases a focus on digital solutions and optimization, indicating the potential need for complementary tech services or tools that can enhance their platform, presenting a sales opportunity.

Competitive Landscape Comparison with similar companies like Solium, Global Shares, Trusaic, OptionTrax, and Computershare provides insights into potential areas where Capitalize could differentiate and capture market share through tailored sales strategies.

Retirement Market Trends With a focus on simplifying retirement savings, Capitalize aligns with a growing market trend towards financial wellness and investment transparency, presenting opportunities to tap into the increasing demand for streamlined retirement solutions.

Capitalize Tech Stack

Capitalize uses 8 technology products and services including TikTok Pixel, Google Analytics, Unpkg, and more. Explore Capitalize's tech stack below.

  • TikTok Pixel
    Analytics
  • Google Analytics
    Analytics
  • Unpkg
    Content Delivery Network
  • Underscore.js
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • HSTS
    Security
  • MUI
    UI Frameworks

Media & News

Capitalize's Email Address Formats

Capitalize uses at least 1 format(s):
Capitalize Email FormatsExamplePercentage
first.last@hicapitalize.comJohn.Doe@hicapitalize.com
40%
first@hicapitalize.comJohn@hicapitalize.com
17%
last@hicapitalize.comDoe@hicapitalize.com
3%
first.last@hicapitalize.comJohn.Doe@hicapitalize.com
40%

Frequently Asked Questions

Where is Capitalize's headquarters located?

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Capitalize's main headquarters is located at New York, NY 10016 US. The company has employees across 2 continents, including North AmericaEurope.

What is Capitalize's official website and social media links?

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Capitalize's official website is hicapitalize.com and has social profiles on LinkedIn.

How much revenue does Capitalize generate?

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As of May 2024, Capitalize's annual revenue reached $3.8M.

What is Capitalize's NAICS code?

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Capitalize's NAICS code is 52 - Finance and Insurance.

How many employees does Capitalize have currently?

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As of May 2024, Capitalize has approximately 63 employees across 2 continents, including North AmericaEurope. Key team members include Chief Product Officer: J. S.Chief Of Staff: A. B.Head Of Strategy & Operations: B. L.. Explore Capitalize's employee directory with LeadIQ.

What industry does Capitalize belong to?

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Capitalize operates in the Financial Services industry.

What technology does Capitalize use?

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Capitalize's tech stack includes TikTok PixelGoogle AnalyticsUnpkgUnderscore.jsYoast SEOCloudflare Bot ManagementHSTSMUI.

What is Capitalize's email format?

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Capitalize's email format typically follows the pattern of . Find more Capitalize email formats with LeadIQ.

How much funding has Capitalize raised to date?

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As of May 2024, Capitalize has raised $13M in funding. The last funding round occurred on Feb 11, 2021.
Capitalize

Capitalize

Financial ServicesNew York, United States11-50 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.

Section iconCompany Overview

Headquarters
New York, NY 10016 US
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $13M

    Capitalize has raised a total of $13M of funding over 2 rounds. Their latest funding round was raised on Feb 11, 2021.

  • $10M

    Capitalize's revenue is in the range of $10M

Section iconFunding & Financials

  • $13M

    Capitalize has raised a total of $13M of funding over 2 rounds. Their latest funding round was raised on Feb 11, 2021.

  • $10M

    Capitalize's revenue is in the range of $10M

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