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Capitalize
401k management solution
- 21-100 employees
- Fintech
- B2C
- Personal finance
- SaaS
- Murray Hill, New York, NY
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Company mission
Capitalize's mission is to make it easier for people to save for their retirement.
Our take
Tracking and managing your 401k can be challenging, especially if you've moved jobs. Capitalize solves this problem by streamlining the pension process.
With more and more people switching jobs more regularly, demand for a solution such as Capitalize's is growing. Capitalize allows users to roll over and combine their 401ks by simply entering the details of their former employers. This service is free for users (the company makes money from referral fees), which has allowed Capitalize to scale its user base considerably.
Fintechs specializing in retirement and pension services are becoming increasingly prevalent, but Capitalize's free, effective and easy-to-use product will ensure it maintains its edge.
Kirsty
Company Specialist at Welcome to the Jungle
Benefits
- Remote friendly anywhere in the United States with an office space in New York City
- Paid parental leave
- Health and dental insurance with 100% premium covered for you
- Flexible work hours and vacation policy
- Fitness perks
- Equity plan
Company values
- A sense of ownership
- We’re mission-driven
- In it for the long-term
Funding (last 2 of 5 rounds)
Aug 2024
$19m
SERIES B
Aug 2022
$10m
SERIES B
Total funding: $45.5m
This company has top investors
Leadership
Gaurav Sharma
(CEO)Previously worked as an Investment Banking Analyst at UBS, and as an Investment Analyst at Highbridge Capital Management. Is an Investor at Greenlight Capital.
Christopher Phillips
(CTO)Started out as an Analyst at Morgan Stanley. Was SVP of Product Platform and Technology at Ask, and CTO of IAC.
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Jobs (6)
Software Engineering
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Operations & Strategy
Sales & Account Management