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Gaurav Sharma

CEO, Co-Founder at Capitalize and 1 other company
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Currently serving as CEO and Co-Founder of Capitalize, a venture-backed fintech company in New York focused on making sure all Americans retire with enough money. Capitalize makes it easy for Americans to find, consolidate, and maximize their retirement savings. Previously at hedge fund Greenlight Capital investing in companies in the technology, media, financial services and industrials sectors. Worked as an investor for Highbridge (JP Morgan) and on corporate M&A at UBS and Morgan Stanley.

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  • One of the biggest pain points in saving for retirement is doing the right thing with your 401(k) savings when you change jobs. Unfortunately, millions of Americans “cash out” (withdraw) their 401(k)s prematurely, paying taxes and penalties in the process. Millions more leave them behind altogether. That’s because the process of transferring those assets – known as “rollover” – is manual. We’ve digitized that rollover process, and we help users find and consolidate their old 401(k)s seamlessly so they can better grow their hard-earned savings – for free. We partner with some financial institutions in that process, and we’re excited to keep extending our product.

  • One of the observations I had while working in finance was just how hard it was for most folks to save for retirement. The burden placed on us as individuals to do the right thing is significant – we need to decide how much to save for retirement, which account to save in, how to invest that money, and then how to withdraw it thoughtfully when we retire. These are tough asks for even the savviest financial professional – and yet it’s what millions of Americans are expected to do each day. It’s no wonder, then, that so many Americans enter retirement without enough money saved to live a comfortable life. That always struck me as a problem worth solving, so we started Capitalize with the mission of helping people save and invest for retirement.While our specific products and how we offer them may change over time, that mission will not. It’s what keeps us going.

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