Capitalize
401(k) rollover and retirement account transfers
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.
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.
Fundraising Status
PrivateTotal raised $35M
Talent Signal
Hiring data for Capitalize has not been collected yet — the monthly talent sweep hasn't reached this company. Check back soon.
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.