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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

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Caplight Momentum Score

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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
85%
Betterment
62%
Principal Financial Group Inc.
60%

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.

  • Feb 23, 2026

    Grew 33% QoQ, from 12 to 16 employees.

Capitalize Filings

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Capitalize filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Capitalize a public or private company?

Capitalize is a private company.

What is the current stock price of Capitalize?

Capitalize is a private company with no public stock price. No recent secondary market data is available.

How much is Capitalize worth (valuation)?

Valuation information for Capitalize is not publicly available.

Can I buy Capitalize stock?

Capitalize shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Capitalize's last funding round?

Funding round information for Capitalize is not publicly available.

Who are the main investors in Capitalize?

Investor information for Capitalize is not publicly disclosed.

Will Capitalize IPO soon?

No public IPO plans have been announced for Capitalize.

How can I track Capitalize secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Capitalize's secondary market activity and sign up for updates.

Firmographic Details

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

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