Gaurav Sharma, CEO & Co-Founder of Capitalize - Simplifying Retirement Savings

Wharton FinTech Podcast - A podcast by Wharton Fintech Podcast

Categories:

Anirudh Singh sits down with Gaurav Sharma, CEO and Co-Founder of Capitalize a venture-backed fintech company in New York focused on the retirement savings market. In today’s episode, they discuss the size of the 401K rollover issue in the United States, Capitalize being listed as one of TIME's best inventions of 2021, the fundraising process, and much more! Gaurav Sharma: Gaurav leads Capitalize's 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. For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24