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Company profile: Capitalize

1.1 - Company Overview

Capitalize Logo

Capitalize

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of retirement asset locating and transfer solutions for consumers and financial institutions, working directly with individuals on their retirement savings and powering rollovers for leading institutions through Enterprise APIs.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Capitalize

Portfolio Logo

Portfolio

HQ: United Kingdom Website
  • Description: Provider of a property investment app.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Portfolio company profile →
HomeUnion Logo

HomeUnion

HQ: United States Website
  • Description: Provider of real estate investment management through an investment platform offering high-income, single-family cash-flow homes nationwide for real estate investors, connecting a network of property providers who remain as managers after purchase to ensure a single point of accountability and rental income.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full HomeUnion company profile →
FIA Tech Logo

FIA Tech

HQ: United States Website
  • Description: Provider of global SaaS and transaction processing for market participants, offering brokerage payment, settlement and reconciliation (Atlantis, eRecs), futures give-up legal agreement composition, negotiation, execution and storage (Docs), standardized reference data for regulatory compliance (Databank), CFTC ownership and control reporting automation (OCR), and integrated services via Accelerate.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full FIA Tech company profile →
Voleo Logo

Voleo

HQ: Canada Website
  • Description: Provider of mobile investment club apps; owns a FINRA-registered broker-dealer.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Voleo company profile →
tZERO Logo

tZERO

HQ: United States Website
  • Description: Provider of financial technology focused on blockchain-enabled market solutions, enabling trading of digital securities and supporting traditional private securities trading. Offers institutional-grade issuer solutions and trades on an alternative trading system for companies, retail, and investors.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full tZERO company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Capitalize

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Capitalize

2.2 - Growth funds investing in similar companies to Capitalize

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4 - Top valuation comps for Capitalize

4.2 - Public trading comparable groups for Capitalize

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4.3 - M&A Transactions similar to Capitalize

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Capitalize

What does Capitalize do?

Capitalize is a provider of retirement asset locating and transfer solutions for consumers and financial institutions, working directly with individuals on their retirement savings and powering rollovers for leading institutions through Enterprise APIs.

Who are Capitalize's competitors?

Capitalize's competitors and similar companies include Portfolio, HomeUnion, FIA Tech, Voleo, and tZERO.

Where is Capitalize headquartered?

Capitalize is headquartered in United States.

How many employees does Capitalize have?

Capitalize has 1,000 employees 🔒.

When was Capitalize founded?

Capitalize was founded in 2010 🔒.

What sector and industry vertical is Capitalize in?

Capitalize is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Capitalize

Who are the top strategic acquirers in Capitalize's sector and industry

Top strategic M&A buyers and acquirers in Capitalize's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Capitalize?

Top strategic M&A buyers groups and sectors for Capitalize include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Capitalize's sector and industry vertical

Which are the top PE firms investing in Capitalize's sector and industry vertical?

Top PE firms investing in Capitalize's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Capitalize's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Capitalize's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Capitalize's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Capitalize include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Capitalize's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Capitalize?

The key public trading comparables and valuation benchmarks for Capitalize include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Capitalize for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Capitalize with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Capitalize's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Capitalize with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Capitalize's' sector and industry vertical?

Access recent funding rounds and capital raises in Capitalize's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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