Capitalize is a fin-tech start up company aiming to make saving for retirement easier.

Capitalize is a NYC-based fintech startup helping people locate and roll over old 401(k)s—and I was brought on to help grow brand awareness and drive conversions through a mix of owned, paid, and partner channels.

Key Contributions:

- Drove over $100K in revenue and more than 700 401(k) rollovers, earning 2MM+ impressions through paid social, newsletter, and podcast partnerships

- Launched and managed Capitalize’s first long-term paid influencer campaign—owning strategy, forecasting, contracts, and creator relationships

- Built out the affiliate program in collaboration with micro and macro finance creators like @herfirst100k, @your.richbff, @moneywithkatie, and @mrsdowjones

- Developed Capitalize’s brand tone of voice and organic social strategy through user research in collaboration with our design team

- Managed social community and customer experience—answering questions, building trust, and making sure every interaction reflected our mission to support people’s financial futures

- Achieved a $125 CAC through a scalable fixed-rate influencer and affiliate model