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Capitalize

Capitalize

Private
Newport Beach, CaliforniaFinTechhttps://www.capitalize.io/

Last Round

Seed

Jul 21, 2025

Total Funding Raised

$4M

Company Overview

Capitalize is an AI-powered commercial real estate finance platform that provides data-driven insights, lender matching, and deal sourcing tools for CRE professionals.

Sector

FinTech

Verticals

Wealth Management, Personal Finance, Investment Platforms

Business Model

B2B2C

Customer Profile

Revenue Share, Freemium

AI Layer

Application

Keywords

401(k) rolloverretirement account consolidationIRA transfer401k rollover serviceretirement planningwealth managementrollover automationembedded financewealthtechfintech APIretirement savingspersonal financeaccount aggregationretirement techdigital wealth

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Capitalize Comparables

Compare Capitalize with similar companies based on industry and business-model similarity.

Capitalize comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Beagle Financial Services
83%
Great-West Lifeco Inc.
61%
Betterment
61%

Capitalize Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedJul 21, 2025

Capitalize Investors

Notable investors and investment history

Capitalize investors
InvestorRounds
TreasurySeed
FJ LabsSeed
Lerer HippeauSeed
TreasurySeed
Sway CapitalSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Mar 11, 2026

    Grew 21% QoQ, from 14 to 17 employees.

  • Jan 11, 2026

    Grew 50% QoQ, from 10 to 15 employees.

Capitalize Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Capitalize Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Capitalize's valuation, stock price, and market status.

Firmographic Details

HeadquartersNewport Beach, California
Employee Range17
Year Founded2023
Last FundingJul 21, 2025

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