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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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People of Capitalize
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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.
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.
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VC firm investing in seed and early stage companies in the US
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Investing in B2B software and fintech for the financial services economy.
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Seed funding and product council are provided for early-stage companies.
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Investor details for Capitalize
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Investments & Acquisitions by Capitalize
Investment portfolio details for Capitalize
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Financial Statements - Capitalize
Detailed financials for Capitalize
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Capitalize Comparisons
Peer comparison for Capitalize
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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App-based financial planning and management platform for individuals
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Financial advisory and wealth management are provided to healthcare professionals.
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Personal finance management and investment advise
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An app-based platform is provided for individual wealth management.
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Detailed competitors of Capitalize
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Latest news on Capitalize
Complete news archive for Capitalize
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Frequently Asked Questions about Capitalize
Capitalize was founded in 2019 and raised its 1st funding round 1 year after it was founded.
Capitalize is headquartered in New York, United States. It is registered at New York, New York, United States.
Gaurav Sharma is the current CEO of Capitalize. They have also founded this company.
Capitalize is a funded company, having raised a total of $33.5M across 3 funding rounds to date.
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.
Capitalize's top competitors include The Tifin Group, Ascensus and Farther.
Capitalize has 6 investors. Key investors include RRE Ventures, Canapi Ventures, Bling Capital, Industry Ventures, and Greycroft.