We help people save for retirement.
Saving for retirement in today’s economy is hard. Gone are the days of the corporate pension earned after a lifetime of work. Now we’re on our own to figure out how much to save, what to invest in, and what accounts to use.
Some of us are lucky to get help from employers through 401k plans. Unfortunately this help lasts only as long as our tenure – and then we’re onto the next account, or on our own again.
The result is that many Americans do the wrong thing with their old 401ks. Many cash them out, paying taxes and penalties. Others leave their money in an old 401k where fees are high and the investments aren’t right for them. Some even forget about their money completely.
We started Capitalize to help tackle this growing problem. Call us crazy, but we think dealing with your retirement accounts should be easy. That’s why we’re here.
Transparent and committed to you.
We're free for users
We’re completely free for people doing a rollover. We’ve been there ourselves and know how annoying it can be. We built Capitalize to help people simplify their retirement accounts so they can get back to doing what they love.
We win if you win
There are times when we might get paid a referral fee from an IRA partner (e.g. if you sign up for an account through us). This helps us keep the service free for users.
We work for you
We never let these arrangements determine our recommendations. We recommend providers who pay fees and others who don’t. Our job is to help you find the best option. That’s our commitment.
We're focused on fixing finance.
Co-Founder & CEO
Gaurav leads our mission to help people save for retirement. Before founding Capitalize, he worked for some of the best-known financial institutions, including JP Morgan, UBS, Morgan Stanley, and as an investor at well-known hedge fund Greenlight Capital. After seeing how hard it is for most people to understand their retirement accounts, he decided to build a company that makes it easier. An Australian by birth, Gaurav lives in New York with his wife and their adopted puppy, Lorenzo.
Co-Founder & CTO
Chris drives our technology team to build financial services that are easy-to-use and scalable. Prior to Capitalize, Chris served as CTO for several large technology companies, including a long career at publicly-listed IAC (NYSE: IAC) where he was CTO of the Applications division. He was inspired to help build a better way to manage retirement accounts after helping his own parents deal with their finances. Chris lives in New York with his wife, two kids, and many computers.
Customer Service & Operations Manager
Alissa works with our customers to make the rollover process easy. Before Capitalize, Alissa led teams in the Service and Operations divisions of the Vanguard Group and Edward Jones & Co. Alissa is a Philly native and in her free time likes to chow down on cheesesteaks and hang out with her two dogs, Ace and Birdie.
Lead Product Designer
Emily designs user flows and product features for Capitalize. Before Capitalize, she was the lead product designer at Even Financial where she also led growth efforts across key verticals. A Florida native, Emily loves playing volleyball, watching comedy, and doing just about anything with her dog.
Senior Software Engineer
Jeff creates seamless online experiences for our customers. Before joining Capitalize, Jeff worked on programming teams at IAC (NYSE: IAC) and General Assembly, where his work focused on enhancing usability and functionality. He lives in New York with his partner and spends his free time protecting his garden from the local squirrels.
Senior Software Engineer
Abdullah ensures everything on our platform is running smoothly. Prior to Capitalize, Abdullah worked in the engineering divisions of several well-known organizations including WeWork, Ipreo, and Thomson Reuters. Abdullah lives in New Jersey with his wife, three kids, and spends his weekends watching absolutely any sport on TV.
Chief of Staff
Aditi wears many hats at Capitalize, tackling projects across strategy, biz ops, finance, and recruiting. She was previously one of the first employees at Otis, a platform for fractionalized investments in art and collectibles, where she set up the investment strategy and led expansion into new categories. Aditi lives in New York and in her free time likes to go to museums and experiment with new recipes.
Customer Relations Specialist
Brianna helps clients take control of their retirement savings by assisting them in the rollover process. Before Capitalize, Brianna worked in the Client Service division of the Vanguard Group. A SoCal native currently residing in Arizona, she’s a fan of West Coast weather and enjoys the outdoors with her spouse and trifecta of dogs: Ghost, Coco, and Motley Crue.
Customer Service & Operations Senior Associate
Ernst helps clients organize their retirement savings by helping them through the rollover process. Before Capitalize, Ernst was a Financial Advisor Associate at Janney Montgomery Scott and previously worked at JP Morgan. A Brooklyn native, Ernst is a diehard (and forever hopeful) Knicks fan and enjoys spending time with his wife and precocious daughter.
And backed by leading investors.
Want to join our team?
We’re growing our team across key roles and looking for talented, like-minded people to join our mission.