Capitalize Money

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

135 Madison Ave Fl 5, New York, New York...

Phone Number

(888) 860-1742

Revenue

$6.3 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 5
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
3
4
3
3
4
5

About Capitalize Money

Capitalize is the first platform to help consumers and their financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Capitalizes technology is used by leading financial institutions to power rollovers natively for their users and is also available to consumers directly.Explore more
Capitalize Money's Social MediaPopular SearchesCapitalize Money IncCapitalizeCapitalize and BankrateSIC Code 62,628NAICS Code 52,523Show more

Capitalize Money Org Chart

GS
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Chief Executive Officer & Co-Founder

PhoneEmail
CP
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Chief Technology Officer & Co-Founder

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JS
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Chief Product Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitalize Money

$6.3M
11-50
Private
$33.5M
2020
GS
Gaurav SharmaCEO & Co-Founder
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
<$5M
11-50
Private
-
2009
N/A
<$5M
11-50
Private
-
2004
DS
Donnell StidhumRetirement Income Strategist
<$5M
1-10
Private
-
2007
TR
Tiffany RobichOffice Assistant
<$5M
1-10
Private
-
-
BB
Bland BurkhardtFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capitalize Money is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capitalize Money is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capitalize Money.

Capitalize Money financials insights

Gather financial insights about Capitalize Money, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Angel/Seed

$2M

2021

Series A

$12.5M

2024

Series B

$19M

See All Capitalize Money's Financials Insights

Capitalize Money Tech Stack

A closer look at the technologies used by Capitalize Money

Most Recent Scoops

Open Position
Hiring Plans
Capitalize Money has more open roles in Engineering & Technical than it has had at any time in the past 12 months. Technologies mentioned include: Amazon AWS, Java, Figma, Docker, NoSQL, and React .
Hiring Plans
Hiring Plans
Capitalize Money has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Power BI.
Hiring Plans
Open Position
Funding
Funding
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Capitalize Money News & Media

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Top Finance Companies

Frequently Asked Questions Regarding Capitalize Money

What is Capitalize Money's official website?
Capitalize Money's official website is www.hicapitalize.com
What is Capitalize Money's Revenue?
Capitalize Money's revenue is $6.3 Million
What is Capitalize Money's SIC code?
Capitalize Money's SIC: 62,628
What is Capitalize Money's NAICS code?
Capitalize Money's NAICS: 52,523
How many employees does Capitalize Money have?
Capitalize Money has 11-50 employees
What industry does Capitalize Money belong to?
Capitalize Money is in the industry of: Finance, Software, Securities Trading
What is Capitalize Money competition?
Capitalize Money top competitors include: Smart Retirement Options, 401k Center, IRA Contribution Limits, Summit Group Retirement Planners
What technology does Capitalize Money use?
Some of the popular technologies that Capitalize Money uses are: WordPress.org, PHP, Bullhorn, Eploy
Who is the CTO of Capitalize Money?
Capitalize Money's CTO is Christopher Phillips
How do I contact Capitalize Money?
Capitalize Money contact info: Phone number: (888) 860-1742 Website: www.hicapitalize.com
What does Capitalize Money do?

Capitalize is the first platform to help consumers and their financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Capitalizes technology is used by leading financial institutions to power rollovers natively for their users and is also available to consumers directly.... Read More

What are Capitalize Money social media links?
Capitalize Money Linkedin page Capitalize Money Twitter page Capitalize Money Facebook page
Who invested in Capitalize Money?
Capitalize Money has 11 investors including Bling Capital, RRE Ventures, Walkabout Ventures and Greycroft Partners.
Is Capitalize Money a public company?
Capitalize Money is private company therefore does not currently have an official ticker symbol
See more information about Capitalize Money

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