What departments does Capitalize have?

Capitalize has employees across 3 departments including Sales, Operations, Accounting.

What is the largest department at Capitalize?

The largest department at Capitalize is Operations with 2 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.

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Capitalize Employee Directory

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

B. W.
Group Account Director
Mobile Phone
Email
M. M.
Strategy & Operations Lead
Mobile Phone
Email
D. N.
Customer Service & Operations Associate
Mobile Phone
Email
I. G.
Customer Service & Operations Associate
Mobile Phone
Email
A. B.
Group Account Assistant
Mobile Phone
Email

Capitalize Employee Metrics

100%

50%

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

B. W.
Group Account Director
Mobile Phone
Email
United KingdomEngland
Feb 19, 2026
M. M.
Strategy & Operations Lead
Mobile Phone
Email
Jun 07, 2026
D. N.
Customer Service & Operations Associate
Mobile Phone
Email
Apr 14, 2026
I. G.
Customer Service & Operations Associate
Mobile Phone
Email
Apr 14, 2026
A. B.
Group Account Assistant
Mobile Phone
Email
United KingdomEngland
May 31, 2026

Frequently Asked Questions

What is Capitalize known for?

Capitalize operates in the Financial Services industry. 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 59 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Capitalize's key employees and leadership?

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

Group Account Director: B. W.
Strategy & Operations Lead: M. M.
Customer Service & Operations Associate: D. N.
Customer Service & Operations Associate: I. G.
Group Account Assistant: A. B.

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Capitalize Employee Directory

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