About Capitalize
Capitalize is a company based in New York (United States) founded in 2019 by Gaurav Sharma and Christopher P.. Capitalize has raised $33.5 million across 3 funding rounds from investors including RRE Ventures, Canapi Ventures and Bling Capital. Capitalize operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter New York, United States
- Founders Gaurav Sharma, Christopher P
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$33.5 M (USD)
in 3 rounds
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Latest Funding Round
$19 M (USD), Series B
Jul 02, 2024
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Investors
RRE Ventures
& 5 more
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Employee Count
Employee Count
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Funding Insights of Capitalize
Capitalize has successfully raised a total of $33.5M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $19 million completed in July 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series B — $19.0M
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First Round
First Round
(01 Mar 2020)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2024 | Amount | Series B - Capitalize | Valuation | RRE Ventures | |
| Jan, 2021 | Amount | Series A - Capitalize | Valuation | Canapi Ventures | |
| Mar, 2020 | Amount | Seed - Capitalize | Valuation | Bling Capital |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Capitalize
Capitalize has secured backing from 6 investors, including venture fund investors. Prominent investors backing the company include RRE Ventures, Canapi Ventures and Bling Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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VC firm investing in seed and early stage companies in the US
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Founded Year | Domain | Location | |
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Investing in B2B software and fintech for the financial services economy.
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Founded Year | Domain | Location | |
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Seed funding and product council are provided for early-stage companies.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Capitalize
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Capitalize
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Capitalize Comparisons
Competitors of Capitalize
Capitalize operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Capitalize
Frequently Asked Questions about Capitalize
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, United States. It is registered at New York, New York, United States.
Who is the current CEO of Capitalize?
Gaurav Sharma is the current CEO of Capitalize. They have also founded this company.
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 of $2M, raised on Mar 01, 2020.
What does Capitalize do?
Capitalize was founded in 2019 in New York, United States, operating in the financial planning sector. A platform is provided for users to track investments, develop financial goals, and allocate funds as savings. Training sessions, blogs, articles, and news updates are offered to support retirement planning. Risk assessment tools are available to employers for evaluating and reducing potential lawsuit impacts.
Who are the top competitors of Capitalize?
Capitalize's top competitors include The Tifin Group, Ascensus and Farther.
Who are Capitalize's investors?
Capitalize has 6 investors. Key investors include RRE Ventures, Canapi Ventures, Bling Capital, Industry Ventures, and Greycroft.
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