When was Capitalize founded?

Capitalize was founded in 2019 and raised its 1st funding round 1 year after it was founded.

Where is Capitalize located?

Capitalize is headquartered in New York City, United States.

How many employees does Capitalize have?

As of Jun 30, 2026, the latest employee count at Capitalize is 61.

Is Capitalize a funded company?

Capitalize is a funded company, having raised a total of $33.5M across 3 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Mar 2020.

When was the latest funding round of Capitalize?

Capitalize's latest funding was a $***** Series B round on Jul 02, 2024, with participation from 4 investors.

Where does Capitalize rank among its competitors?

Capitalize ranks 6th amongst 1007 active competitors, of which 74 are funded. It stands 6th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Capitalize?

Capitalize's top competitors include Farther, Pontera and Origin. Among them, Farther secured the most recent funding round in May, 2026.

Capitalize - 2026 Company Profile, Team, Funding & Competitors

Company Details

Capitalize is a financial planning & advisory platform. It allows users to track investments, develop financial goals, and set aside funds as savings for the future. Offers training sessions, blogs, articles, and news updates to assist new users in retirement planning. Also, provides risk assessment tools for employers for reducing the impact of risks in future lawsuits.

Website: www.hicapitalize.com/
Email ID: *****@hicapitalize.com

Key Metrics

Founded Year

2019

Location

New York City, United States

Stage

Series B

Total Funding

$33.5M in 3 rounds

Latest Funding Round

Series B, Jul 02, 2024, $*****

Investors

RRE Ventures & 5 more

Ranked

6^th among 1007 active competitors

Employee Count

61 as on Jun 30, 2026

Similar Companies

Pontera & 225 more

View Capitalize's full profile

Capitalize has raised a total funding of $33.5M over 3 rounds. Its first funding round was on Mar 2020. Its latest funding round was a Series B round on Jul 02, 2024 for $*****. 4 investors participated in its latest round. Capitalize has 6 institutional investors.

Here is the list of recent funding rounds of Capitalize:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jul 02, 2024	8574377	Series B	1846209	2693357	3966191	4562518
Jan 06, 2021	5600219	Series A	6765503	5428681	8078587	Bling Capital & 3 more
Mar 2020	3999527	Seed	7337850	6989948	Bling Capital	Greycroft & 2 more

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View details of Capitalize's funding rounds and investors

The founders of Capitalize is Christopher P.

Here are the details of Capitalize's key team members:

Christopher P: Co-Founder & CTO of Capitalize. They are also an angel investor in 2 startups.
Contact Info: 1 email address

View details of Capitalize's Founder profiles and Board Members

Capitalize's employee count trend

Capitalize has 61 employees as of Jun 26. Here is Capitalize's employee count trend over the years:

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Top competitors of Capitalize include Farther, Pontera and Origin. Here is the list of Top 10 competitors of Capitalize, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, Bessemer Venture Partners & 14 others	68/100
2nd	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	68/100
3rd	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
4th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Y Combinator & 15 others	62/100
5th	Uprise 2021, San Francisco (United States), Seed	AI-powered financial advisory platform for individuals	$4.7M	Blank Ventures, Hustle Fund & 5 others	58/100
6th	Capitalize 2019, New York City (United States), Series B	Financial planning and advisory platform	$33.5M	Industry Ventures, Greycroft & 4 others	56/100
7th	OneEleven 2016, New York City (United States), Series A	Financial planning and money management platform for employers and individuals	$2.55M	Village Capital, Inspiration Ventures	54/100
8th	Keystone 2006, Salt Lake City (United States), Acquired	Online financial and investment advisory platform for individuals	-	Access Ventures, Braviant Holdings	54/100
9th	Inspira Financial 2023, Oak Brook (United States), Funding Raised	Provider of health, wealth, retirement, and benefits solutions	-	Parthenon Capital, Abry & 1 others	53/100
10th	Learnvest 2009, New York City (United States), Acquired	Personal finance management and investment advise	$85.7M	PKS Capital, American Express Ventures & 10 others	52/100