Mitchell Caplan
Chief Executive Officer @ Willow Wealth
New York, United States
Mitchell Caplan is a Series C investor at Willow Wealth in New York focused on FinTech and Finance. Mitchell Caplan is based out of New York, New York and is the Chief Executive Officer and Chairman of the Board at Willow Wealth. Mitchell previously served as the CEO of E*TRADE. Mitchell Caplan attended Emory University’s Goizueta Business School.
- Total investments:
- 5
- Last investment:
- Lead investor:
- 60%
Last updated:
For AI agents: llms.txt
Industries Mitchell Caplan invests in
Stages Mitchell Caplan invests in
Countries Mitchell Caplan invests in
Investment Focus
Industry
- FinTech 1 (20%)
- Finance 1 (20%)
- Software 1 (20%)
- Logistics 1 (20%)
- Automotive 1 (20%)
Stage
- Series C 2 (40%)
- Series D 1 (20%)
Country
- United States 1 (20%)
- United Kingdom 1 (20%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Willow Wealth
|
Willow Wealth enables you to build a complete private markets portfolio across real estate, private credit, private equity, and more. Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution that handles everything for you. No matter your goals, our platform aims to makeprivate markets investing simple and accessible. Join more than 500,000 members and start investing in private markets today at willowwealth.com. | $77M / Series D / Jul 22, 2025 | |
|
Willow Wealth
|
Willow Wealth enables you to build a complete private markets portfolio across real estate, private credit, private equity, and more. Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution that handles everything for you. No matter your goals, our platform aims to makeprivate markets investing simple and accessible. Join more than 500,000 members and start investing in private markets today at willowwealth.com. | $45M / Series D / Jun 02, 2025 | |
Envisics
|
Envisics develops a dynamic holography platform for cars, providing enhanced dashboards of information to drivers. The platform transforms automotive head-up displays through a combination of pioneering material science, custom silicon modulator designs, and patented light-processing algorithms, enabling users to have smarter and safer vehiclesthrough immersive dynamic holography.In partnership with the world’s leading automakers and tier-one suppliers, Envisics is making the future of holographic technology a reality for smarter and safer vehicles. | $50M / Series C / Mar 08, 2023 | |
|
Envisics
|
Envisics develops a dynamic holography platform for cars, providing enhanced dashboards of information to drivers. The platform transforms automotive head-up displays through a combination of pioneering material science, custom silicon modulator designs, and patented light-processing algorithms, enabling users to have smarter and safer vehiclesthrough immersive dynamic holography.In partnership with the world’s leading automakers and tier-one suppliers, Envisics is making the future of holographic technology a reality for smarter and safer vehicles. | $50M / Series C / Mar 08, 2023 | |
|
Willow Wealth
|
Willow Wealth enables you to build a complete private markets portfolio across real estate, private credit, private equity, and more. Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution that handles everything for you. No matter your goals, our platform aims to makeprivate markets investing simple and accessible. Join more than 500,000 members and start investing in private markets today at willowwealth.com. | $100M / Series C / Jun 02, 2021 |
Co-Investors
About Willow Wealth
Willow Wealth enables you to build a complete private markets portfolio across real estate, private credit, private equity, and more. Our platform provides access to differentiated individual investments and diversified funds, as well as an automated investing solution that handles everything for you. No matter your goals, our platform aims to makeprivate markets investing simple and accessible. Join more than 500,000 members and start investing in private markets today at willowwealth.com.
Willow Wealth Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Glenna DeRoy
Chief Product Officer
|
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Karan Vazirani
CFO
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Lea Stendahl
Chief Marketing Officer
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Mitchell Caplan
Chief Executive Officer
|
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Ted Yarbrough
Chief Investment Officer
|
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FAQ
What does Mitchell Caplan invest in?
Mitchell Caplan invests primarily in FinTech, Finance and Software startups, most often at Series C and Series D stage. Most of the 5 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
When did Mitchell Caplan last invest?
The most recent investment recorded for Mitchell Caplan closed in Jul 2025. Shizune tracks 5 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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