Capitalize Money, Inc.
About Capitalize Money, Inc.
Company overview
Capitalize Money, Inc. operates a fintech platform that enables the discovery, consolidation, and transfer of retirement savings accounts, particularly old 401(k)s, into Individual Retirement Accounts (IRAs). The company utilizes proprietary technology combined with expert human support to assist users in locating scattered or forgotten accounts, understanding associated fees, and completing tax-efficient rollovers. Capitalize serves individual consumers through direct services and partners with financial institutions to integrate rollover capabilities, addressing systemic issues like account fragmentation from job changes and limited visibility into retirement assets, while remaining independent and not providing investment advice. Product Breakdown Individual 401(k) Rollover Service: This primary consumer offering provides a free platform for users to roll over traditional 401(k), Roth 401(k), and 403(b) accounts into partnered IRAs. The service includes automated account discovery, full handling of paperwork and coordination with prior providers, and dedicated expert support to manage transfers via checks or conference calls, ensuring a streamlined and tax-free process where applicable. Capitalize Plus: A premium paid service that supports rollovers to any IRA provider, including those outside the company's partner network. It offers additional flexibility and enhanced assistance for users requiring transfers to specific or non-preferred accounts. Account Discovery and Management Tools: The platform features proprietary technology to locate old or inaccessible retirement accounts using limited user information, along with resources for ongoing monitoring of consolidated savings, fee awareness, and guidance on retirement account options. Enterprise Embedded Rollover Solution: This B2B offering provides APIs and customizable widgets for financial institutions and advisors to integrate rollover functionality directly into their applications. It supports instant account discovery, broad provider coverage, scaled operational handling, and secure transfers, enabling institutions to increase asset consolidation and average account balances.
Keywords
Revenue
Profit
Valuation
| Line Item | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Revenues | $380 MM | $250 MM | $90 MM | $120 MM | $65 MM |
| Gross Profit | $190 MM | $125 MM | $45 MM | $60 MM | $32.50 MM |
| Net Income (Loss) | $43 MM | $25 MM | $9 MM | $12 MM | $6.50 MM |
| Line Item | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Total Assets | $850 MM | $720 MM | $680 MM | $650 MM | $600 MM |
| Total Liabilities | $450 MM | $400 MM | $380 MM | $350 MM | $320 MM |
| Total Equity | $400 MM | $320 MM | $300 MM | $300 MM | $280 MM |
Ratios
Employee Figures
Key Executives
| Name | Title | Socials | Phone | |
|---|---|---|---|---|
| John Doe | Employee | -- | ||
| Jane Doe | Employee | |||
| John Doe | Employee | |||
| John Doe | Employee |
401K
M&A2024-03-15Completed
Investor Sponsors NorthBridge PE | Stake Tags 100% |
Deal Amount $120M | Is PE deal Yes |
Target Company Valuation $1.20 MM | Is deal PE backed Yes |
Techniques Acquisition of Assets, Taken Private | Total Acquired 100% |
Investor Sponsors
Deal Amount
$120M
Target Company Valuation
$1.20 MM
Techniques
Acquisition of Assets, Taken Private
Stake Tags
100%
Is PE deal
Yes
Is deal PE backed
Yes
Total Acquired
100%
Secondary Transaction2023-09-01Canceled
Investor Sponsors -- | Stake Tags Majority |
Deal Amount Undisclosed | Is PE deal No |
Target Company Valuation -- | Is deal PE backed Yes |
Techniques Secondary Sale, Management Buy-out (MBO) | Total Acquired 65% |
Investor Sponsors
--
Deal Amount
Undisclosed
Target Company Valuation
NaN
Techniques
Secondary Sale, Management Buy-out (MBO)
Stake Tags
Majority
Is PE deal
No
Is deal PE backed
Yes
Total Acquired
65%
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