# Mitchell Caplan > Mitchell Caplan is a Series C investor at Willow Wealth (New York) backing FinTech and Finance. See 5 investments, check sizes, portfolio. Updated Aug 2026. - Type: Angel Investor - Fund: [Willow Wealth](https://shizune.co/investors/profile/willow-wealth) - Location: New York, United States - Total investments: 5 - Last investment: Jul 2025 - Lead investor: 60% - Last updated: Aug 2026 - LinkedIn: https://www.linkedin.com/in/mitch-caplan/ 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. ## Investment focus ### Industry | Industry | Investments | Share | | --- | --- | --- | | FinTech | 1 | 20% | | Finance | 1 | 20% | | Software | 1 | 20% | | Logistics | 1 | 20% | | Automotive | 1 | 20% | 10 industries tracked in total. ### Stage | Stage | Investments | Share | | --- | --- | --- | | Series C | 2 | 40% | | Series D | 1 | 20% | ### Country | Country | Investments | Share | | --- | --- | --- | | United States | 1 | 20% | | United Kingdom | 1 | 20% | ## Investments | Company | Description | Amount | Stage | Date | Website | | --- | --- | --- | --- | --- | --- | | 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 | | 5 of 5 investments shown. ## Co-investors - [General Motors Ventures](https://shizune.co/investors/profile/general-motors-ventures) — VC Fund, 4 deals together - [Edison Partners](https://shizune.co/investors/profile/edison-ventures) — VC Fund, 3 deals together - [Gaingels](https://shizune.co/investors/profile/gaing) — VC Fund, 2 deals together - [Hyundai Mobis](https://shizune.co/investors/profile/hyundai-mobis) — VC Fund, 2 deals together - [InMotion Ventures](https://shizune.co/investors/profile/inmotion-ventures) — VC Fund, 2 deals together - [Kingfisher Investment Advisors](https://shizune.co/investors/profile/kingfisher-investment-advisors) — VC Fund, 2 deals together ## About Willow Wealth VC Fund · New York, United States 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. 5 contacts available at Willow Wealth. | Name | Title | Profile | | --- | --- | --- | | Glenna DeRoy | Chief Product Officer | https://shizune.co/investors/profile/glenna-deroy-866d | | Karan Vazirani | CFO | https://shizune.co/investors/profile/karan-vazirani-1399 | | Lea Stendahl | Chief Marketing Officer | https://shizune.co/investors/profile/lea-stendahl | | Mitchell Caplan | Chief Executive Officer | https://shizune.co/investors/profile/mitchell-caplan-f1a2 | | Ted Yarbrough | Chief Investment Officer | https://shizune.co/investors/profile/ted-yarbrough | ## Similar investors ### Similar stage - [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund - [New Enterprise Associates](https://shizune.co/investors/profile/new-enterprise-associates) — VC Fund - [Bessemer Venture Partners](https://shizune.co/investors/profile/bessemer-venture-partners) — VC Fund ## 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. # About Shizune Shizune.co is an investor database. Core features: - 48,091 startup investors (angels, VCs, accelerators, and others) - Email, phone, LinkedIn (for intros), socials, and other contact data - Updated daily from public funding news - CSV and Excel export The User can access the full database FOR FREE after signing up: shizune.co