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Valuation

$22.5M

2025 Revenue

$7.5M

Funding

$0

Team

57

Founded

2020

How Capitalize CEO Laura Hughes grew Capitalize to $7.5M revenue with a 57 person team in 2025.

Capitalize is a mission driven fintech company helping people save for retirement by locating and transferring retirement assets, such as 401(k)s, into rollover IRAs at partner financial institutions.

Last updated

Capitalize Revenue

In 2025, Capitalize's revenue reached $7.5M. Since its launch in 2020, Capitalize has shown consistent revenue growth.

Capitalize Revenue GrowthReported revenue / ARR by year$0$2M$4M$6M$8M202020212022202320242025$0$8MSource: GetLatka.com
YearMilestone
2025Capitalize Hit $7.5m revenue in September 2025
2020Launched with $0 revenue

Capitalize Valuation, Funding Rounds

Capitalize's most recent disclosed valuation is $22.5M.

Capitalize is a bootstrapped SaaS startup. Founded in 2020, Capitalize has grown to $7.5M in revenue without raising any venture capital or outside funding.

As a self-funded SaaS company, Capitalize has built its business with no outside investment.

Capitalize Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$120202020 cumulative: $0 • 2020 Founded: $02020 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% Sold

Capitalize Employees & Team Size

Capitalize employs approximately 57 people as of 2026.

Capitalize has 57 total employees in different roles and functions.

Capitalize Team GrowthReported headcount over time01325385063202020212022202320242025005757Source: GetLatka.com
YearMilestone
2025Reached 57 employees (September 2025)

Founder / CEO

Laura Hughes

Laura Hughes is listed as Founder / CEO at Capitalize.

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Customers

We do not have customer count information for Capitalize yet.

Frequently Asked Questions about Capitalize

What is Capitalize's revenue?

Capitalize generates $7.5M in revenue.

Who is the CEO of Capitalize?

The CEO of Capitalize is Laura Hughes.

How much funding does Capitalize have?

Capitalize raised $0.

How many employees does Capitalize have?

Capitalize has 57 employees.

Where is Capitalize headquarters?

Capitalize is headquartered in San Francisco, California, United States.

Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .

Capitalize Revenue 2025: $7.5M ARR, $22.5M Valuation