Capitalize
Capitalize's Overview
Capitalize is a financial technology company dedicated to making it easy for individuals to manage and grow their retirement savings. Their primary service simplifies the often complex process of rolling over old 401(k)s into an Individual Retirement Account (IRA) of the user's choice, or into a new employer's 401(k). By combining technology with human support, Capitalize aims to help Americans avoid common pitfalls that can lead to lost retirement funds, ensuring more people can secure their financial future. They partner with leading financial institutions and employers to offer their rollover platform.
Where is Capitalize's Headquarters?
HQ Function
Serves as the central hub for Capitalize's operations, including product development, engineering, marketing, strategic partnerships, customer success, and executive leadership.
Notable Features:
Modern office space located in Midtown Manhattan, designed to foster collaboration and innovation, offering accessibility and proximity to financial partners.
Work Culture:
A dynamic and mission-driven environment focused on empowering users financially. The culture emphasizes collaboration, technological innovation, customer-centricity, and transparency.
HQ Significance:
Strategically located in New York City, a global financial center, allowing Capitalize to stay connected with the financial industry, attract top talent, and effectively manage its national operations.
Values Reflected in HQ: The office environment likely reflects values such as efficiency, modernity, and open communication, supporting their mission to simplify financial processes for users.
Location:
Capitalize's services are currently focused on the United States market, assisting individuals with U.S.-based retirement accounts like 401(k)s and IRAs. Their platform, support, and partnerships are tailored to the regulations and providers within the U.S. retirement system.
Street Address:
12 East 49th Street, 11th Floor
City:
New York
State/Province:
NY
Country:
USA
Capitalize's Global Presence
Distributed (Remote - USA)
Address: N/A (Remote Operations)
To enhance operational flexibility, attract top talent nationwide, and support a modern work-life balance for employees across different U.S. regions.
Buying Intent Signals for Capitalize
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Executive Team of Capitalize
As of April 2025, Capitalize' leadership includes:
Investors of Capitalize
Capitalize has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Capitalize has continued to strengthen its leadership team with strategic hires in key growth areas, notably in People Operations. No major executive departures have been publicly announced in the last 12 months.
New Appointments:
Technology (Tech Stack) used by Capitalize
Discover the tools Capitalize uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Capitalize Email Formats and Examples
Capitalize.com likely uses common professional email formats. A frequent pattern for tech companies is using the first initial followed by the last name, or the full first name separated by a dot from the last name.
[firstinitial][lastname]@capitalize.com
Format
gsharma@capitalize.com
Example
85%
Success rate
News and media
PR Newswire • November 16, 2023
Capitalize Expands Enterprise Platform to Help More Americans Save for Retirement
Capitalize announced the expansion of its enterprise rollover platform, introducing new features and partnerships aimed at making it easier for employees to consolidate their retirement accounts when changing jobs. The enhancements focus on deeper integrations with recordkeepers and financial institutions....more
FinSMEs • July 12, 2023
Capitalize Appoints Lauren Cross as Head of People
Capitalize announced the appointment of Lauren Cross as its new Head of People. Cross brings extensive experience in human resources and talent management to support Capitalize's continued growth and focus on company culture as it scales its operations....more
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