Capitalize Appoints Jason Simon to Leadership Team as Head of Product

NEW YORK–(BUSINESS WIRE)–Capitalize, the first independent platform to transfer retirement assets, today announced that Jason Simon has joined the company’s leadership team to further enhance Capitalize’s rollover platform and extend the company’s offering to consumers.

Jason brings significant product and platform management expertise to the company. In his new role he will be responsible for all aspects of Product at Capitalize. This includes the company’s rapidly growing rollover platform and ambitious roadmap for adding new features that help consumers better save and invest for retirement.

Prior to joining Capitalize, Jason served as Vice President of Product at LendingTree, where he built and oversaw the rapid growth of the My LendingTree platform – a membership-based suite of tools to help users optimize all aspects of their financial lives. My LendingTree grew its user base to nearly 19 million members, becoming a critical growth driver for the company and realizing measurable improvements to the financial lives of millions of people. He was also responsible for LendingTree’s embedded finance platform, Powered by LendingTree, as an extension into enterprise distribution channels. Before LendingTree, Jason served as the Vice President of Product at data intelligence firm, Q-Sensei, and previously held roles at Red Ventures.

“We couldn’t be more thrilled to formally welcome Jason to our leadership team,” said Gaurav Sharma, CEO of Capitalize. “Jason’s incredible track record of success in growing a personal finance tool to almost twenty million users speaks volumes about both his vision and ability to execute, and his experience will be invaluable as we expand the Capitalize platform into new areas. Together, we look forward to bringing Capitalize to even more people as we pursue our mission of making it easier to save and invest for retirement.”

About Capitalize

Capitalize is a New York-based fintech company that helps people easily consolidate or “roll over” their old 401(k) accounts into a new or existing retirement account – for free. Capitalize manages the entire 401(k) rollover process for users through an online, seamless alternative to the manual, paper-based process of transferring retirement accounts. Since the company’s launch in 2020, Capitalize has raised $15 million from leading venture capital firms and partnered with leading financial institutions & employers.


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Reed Schneider

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