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Capitalize

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Quick try with Gaurav Sharma from hicapitalize.com
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Capitalize company description

Capitalize is an award-winning platform to help financial institutions and their users digitally locate and transfer retirement assets, such as 401(k)s. Our APIs are used by leading online brokers, digital wealth providers, advisors, and recordkeepers to power rollovers & retirement account transfers natively for their users. Capitalize helps Americans better save for retirement by ensuring that they can easily find, transfer, and keep track of their retirement assets. Capitalize has been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US for multiple years.

Key Employees

  • Gaurav Sharma
    CEO & Co-Founder
  • Brian Geary
    Chief Commercial Officer
  • Lauren Pey
    Director of Product Management

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New team members of Capitalize

Daniel Neto
Senior Backend Developer
Sovanna Pang
Operations Specialist
Peter Causey
Lead Analytics Engineer
Derrick North
Customer Service & Operations Associate
Ian Pearson
Customer Service & Operations Associate
Victor Aguilar
Client Success & Operations Associate
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