Gaurav Sharma

Co-Founder, CEO at Capitalize @hicapitalize former investor (Greenlight Capital), ex-JPM/UBS, Australian-born New Yorker

[Gaurav Sharma @Gs1Sharma]

Really honored to be recognized by @Money as one of 50 Changemakers for 2023 - and flattered to be alongside some amazing innovators. Thanks to @jill_cornfield for sharing the @hicapitalize story.

[Capitalize @hicapitalize]

Congratulations to our CEO & Founder @Gs1Sharma on being named one of @Money's Changemakers!
https://t.co/Y2TBMn9v6F

[Capitalize @hicapitalize]

Great product experiences shouldn’t stop at investing, they should also extend to money movement.

Our Rollover API partnership with @RobinhoodApp delivers a seamless 401(k) to IRA rollover experience.

Case study results:
📈 4x higher balances
🚀 5x growth
⭐ 9.5/10 CX score

[Capitalize @hicapitalize]

We’re excited to partner with @Betterment! 🚀 Together, we’re powering a more seamless and frictionless 401(k) rollover experience with our Rollover API, making it easier for customers to simplify retirement savings and focus on growing their wealth.

[Capitalize @hicapitalize]

📣 $2.1T in forgotten 401(k)s across 31.9M accounts

Our 2025 research in partnership with the @RetirementRsrch shows the growing scale of this issue—and why solutions to consolidate and protect retirement savings matter.
Read the report: https://t.co/J90xXcYvuV

[Capitalize @hicapitalize]

We made the @Forbes Fintech 50 for 2025! This year, Capitalize was recognized as one of two fintech companies shaping the future of investing. We're honored to be featured and so grateful for the support of our customers, teammates, partners, and investors.

See the full list 👇

[M1 @M1Finance]

We're excited to announce our partnership with @hicapitalize to streamline rollovers!

Left a job? Consider rolling over your employer-sponsored retirement plan into your M1 IRA.

Get started by selecting the "Move Money" button and select "Transfer from another brokerage". There you'll see the option to transfer a 401(k), 403(b), or 457(b).

[Capitalize @hicapitalize]

Thank you, @CBInsights, for naming Capitalize as one of the Fintech 100 for 2024! Based on proprietary data and insights, the Fintech 100 highlights the world's most promising private finance companies. We're honored to be included as one of only 13 wealth management companies.

See the complete list: https://t.co/fTMmeTRxyu

[Capitalize @hicapitalize]

401k rollovers are approaching $1T annually, but the process is still complex. For many savers, rolling over their 401(k) results in delays, account abandonment, and unintended tax consequences. Why?

Follow along as we share the top insights from our latest white paper, "Stuck in the Past: Why 401(k) rollovers remain outdated and painful".

[Capitalize @hicapitalize]

Thank you @BusinessInsider for naming Capitalize as one of the 49 most promising fintech companies of 2024! We’re proud to be featured alongside some of finance’s most innovative brands.

https://t.co/zSoPJ0gWTc

[Capitalize @hicapitalize]

Today, the Capitalize team is excited to announce that we’ve raised $19MM in Series B funding to accelerate our continued growth, expand our technology, and further our mission of empowering Americans to better save for retirement.

This round was led by RRE Ventures, joined by existing Capitalize investors including Canapi Ventures and Bling Capital, and new investors including Industry Ventures.

Learn more about the future of Capitalize and our Enterprise API solution: https://t.co/wxHRqLusxe

[Gaurav Sharma @Gs1Sharma]

@AlexH_Johnson We appreciate the shout out - @hicapitalize is thrilled to partner with some great companies to solve this problem.

[Gaurav Sharma @Gs1Sharma]

@mikulaja @hicapitalize Ugh, sounds like you were subject to a “forced rollover”, not ideal - this can happen with accounts of a certain balance and if your (former) employer bakes it into the plan. Can be hard to then track down and transfer out.

[Gaurav Sharma @Gs1Sharma]

@CatchKristen Rooting for you and the next adventure - congrats on everything you achieved and for shining a spotlight on this big problem.

[Tori Dunlap — Money Expert @herfirst100K]

One of the biggest money mistakes I see people make DAILY? Not rolling over their 401(k) when changing jobs! That’s why I suggest using @hicapitalize – a free tool that makes rollovers easy. Get started here! 👉https://t.co/GHUVFqYDsl #capitalizepartner

[Capitalize @hicapitalize]

You’ve probably heard about the SECURE Act 2.0 bill by now. We did a deep dive to see how the bill helps Americans better save for retirement, and - importantly - where it falls short. See the thread below for our takeaways 👇

[Gaurav Sharma @Gs1Sharma]

@RPavuluri This is such great news! Congrats @RPavuluri and @upsolvebk

[Gaurav Sharma @Gs1Sharma]

@RPavuluri Amazing. Google better not mess up Project Rohan :)

[Gaurav Sharma @Gs1Sharma]

@moneywithkatie Two data-rich books: Stocks for the Long Run by Jeremy Siegel which has a long time series of returns for diff asset classes including during inflationary periods and; Pioneering Portfolio Mgmt by David Swensen (lots of data on correlations between diff asset classes over time).

[Gaurav Sharma @Gs1Sharma]

@JimEngland That magical blue circle is going to solve all your health and wellness problems