Key facts
- Capitalize (Financial Software)’s last known valuation is $53.5M.
- It has raised $33.3M; the latest was Early Stage VC ($19.0M) in Aug 2024.
- Notable investors include Greycroft, Industry Ventures, RRE Ventures, Bling Capital, Canapi Ventures — 9 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 9 names
- ·Watchlist + deal alerts for Capitalize (Financial Software)
- ·The full record, as it builds
Funding rounds
No funding rounds for Capitalize (Financial Software) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Capitalize (Financial Software)
Developer of digital fintech platforms and tools intended to support informed financial decisions by simplifying the IRA process. The company's platform utilizes proprietary technology and permits the transferring of money from a 401(k) to another retirement account instead of withdrawing which may levy charges, enabling clients to maximize their retirement savings.
- Sector
- Information Technology
- HQ
- New York, NY, United States
- Founded
- 2020
- Employees
- 46
- Website
- hicapitalize.com/
- Ownership
- Privately Held (backing)
Capitalize (Financial Software) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Capitalize (Financial Software) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Capitalize (Financial Software) in its N-PORT filings yet. We sweep new filings monthly.