What departments does Capitalize have?

Capitalize has employees across 8 departments including Product Management, Engineering, Operations, Sales, Arts & Design.

What is the largest department at Capitalize?

The largest department at Capitalize is Operations with 12 employees.

Where are Capitalize employees located globally?

Capitalize has employees across 4 continents and 5 countries including Egypt, United Kingdom Of Great Britain And Northern Ireland, France, United States Of America, Brazil.

How has Capitalize's team size changed over time?

Capitalize's team has decreased from approximately 47 to 40 employees based on available data.

Capitalize Employee Directory

Q: Who are Capitalize's key employees and leadership?

Capitalize's key employees include: Ceo & Co-Founder: G. S., Cto & Co-Founder: C. P., Chief Product Officer: J. S., Vice President Enterprise Sales: M. F., Vp Of Engineering: J. W..

Financial ServicesNew York, United States51-200 Employees

Capitalize is a New York-based financial services company with 51-200 employees that provides a platform and APIs to help financial institutions and their clients locate and transfer retirement assets, including 401(k)s. Its rollover APIs power transfers for a range of partners, including online brokers, digital wealth providers, advisors, and recordkeepers, and a rollover platform is also available directly to individuals. By enabling discovery, transfer, and tracking of retirement assets, Capitalize supports Americans' retirement savings. The company has earned recognitions such as TIME's 100 Best Inventions, Fast Company's World Changing Idea, and Forbes' Top 50 Fintech Companies in the US for multiple years. It has pursued partnerships and integrations with other retirement service providers, including a digital rollover collaboration with TIAA and an embedding integration with iraLogix.

Capitalize Global Highlights

North America
46

United States Of America
46

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
France
1

Africa
1

Egypt
1

South America
1

Brazil
1

Capitalize's Leadership

G. S.
Ceo & Co-Founder
Mobile Phone
Email
C. P.
Cto & Co-Founder
Mobile Phone
Email
J. S.
Chief Product Officer
Mobile Phone
Email
M. F.
Vice President Enterprise Sales
Mobile Phone
Email
J. W.
Vp Of Engineering
Mobile Phone
Email
B. L.
Head Of Strategy & Operations
Mobile Phone
Email
B. L.
Head Of Strategy & Operations
Mobile Phone
Email
A. B.
Vp, Operations & Finance
Mobile Phone
Email

Capitalize Employee Metrics

100%

50%

0%

2026

2025

Operations
Engineering
Customer Success
Arts & Design
Marketing
Other
Product Management
Analytics
Accounting
Banking
Business
Support

Contact profiles from Capitalize

Name

Title

Contact Info

Location

Last Update

G. S.
Ceo & Co-Founder
Mobile Phone
Email
United StatesNew York
Aug 15, 2024
J. S.
Chief Product Officer
Mobile Phone
Email
United StatesNorth Carolina
Oct 15, 2025
C. P.
Cto & Co-Founder
Mobile Phone
Email
United StatesNew York
Apr 17, 2026
B. L.
Head Of Strategy & Operations
Mobile Phone
Email
United StatesNew York
May 28, 2026
M. F.
Vice President Enterprise Sales
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
J. W.
Vp Of Engineering
Mobile Phone
Email
United StatesNew York
Sep 29, 2025
A. B.
Vp, Operations & Finance
Mobile Phone
Email
United StatesNew York
Apr 17, 2026
B. L.
Head Of Strategy & Operations
Mobile Phone
Email
United StatesNew York
Sep 24, 2025
W. F.
Director Of Engineering
Mobile Phone
Email
United States
Jun 06, 2025
S. P.
Director Of Product
Mobile Phone
Email
United StatesNew Jersey
Nov 04, 2025

Frequently Asked Questions

What is Capitalize known for?

Capitalize operates in the Financial Services industry. The company's main headquarters is located in New York, New York 10016 United States. Explore Capitalize's company overview page for more information.

What is Capitalize's most common email format?

Capitalize employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capitalize email formats with LeadIQ.

How many employees does Capitalize have currently?

Capitalize has approximately 58 employees as of June 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Capitalize's key employees and leadership?

As of June 2026, Capitalize's key employees include:

Ceo & Co-Founder: G. S.
Cto & Co-Founder: C. P.
Chief Product Officer: J. S.
Vice President Enterprise Sales: M. F.
Vp Of Engineering: J. W.

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Capitalize Employee Directory

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