- Founded
- 2019
- Employees
- 30
- Total Funding
- $33.5M
Founded by Christopher Phillips, Gaurav Sharma in 2019.
About Capitalize
Capitalize is building critical infrastructure for the $20 trillion retirement savings market with scalable technology and a world-class team. We’re bringing a digital, API-first approach to modernize the $1 trillion in retirement account transfers and rollovers that happen annually. By doing so, we’re helping the almost 20 million Americans who change jobs each year with a 401(k) do the right thing with their assets. Our Enterprise offering includes a full suite of APIs used by leading financial institutions such as Robinhood, Morgan Stanley, SoFi, TIAA, and many more.
Leadership at Capitalize
The team at the top of the org chart.
Gaurav Sharma
Co-Founder & CEO
33 reports
Chris Phillips
CTO & Co-Founder
12 reports
Aditi Bhatia
Vp, Operations & Finance
8 reports
Lauren Pey
Director Of Product Management
Jason Simon
Chief Product Officer
7 reports
Michael Fitzgerald
Vice President Enterprise Sales
Open Jobs at Capitalize (4)
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