Handles 401(k) rollovers and retirement account transfers; $35M raised per the Forbes Fintech 50 2026.
Fintech
Current Valuation
Private
PRIVATE
IPO Outlookprivate
Is Capitalize going public?
No. Capitalize is private and has not filed to go public. There is no S-1 on file.
What is Capitalize's valuation in 2026?
No confirmed valuation is on record for Capitalize. The roster shows funding and investors where they are public; it does not estimate a mark.
Has Capitalize filed an S-1?
No public S-1 is on file for Capitalize.
How much has Capitalize raised?
Capitalize has raised $35M in total.
Is Capitalize publicly traded — can you buy Capitalize stock?
No. Capitalize is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Capitalize on its Pre-IPO Access Desk.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Company Profile
Total Raised
$35M
IPO Status
Private
Fundraising Status
PrivateTotal raised $35M
Talent Signal
Hiring trend
● First snapshot
trend accrues with monthly sweeps
Open roles
5
via ashby
Product-build share
40%
engineering, research, product, design
Trajectory
steady
balanced build + GTM — 40% builders vs 60% go-to-market/G&A — scaling both sides.
Counted from Capitalize's live job board as of 2026-09-29; role functions classified from posting titles. Open-role counts are an activity signal, not headcount. Refreshed monthly.
FintechRetirement
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of recent date. Refreshed quarterly.