Mitchell Caplan - Chief Executive Officer @ Willow Wealth

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Overview

Number of Current Board & Advisor Roles

CB Rank (Investor)

101,487

Primary Job Title Chief Executive Officer
Primary Organization
Willow Wealth

Location New York, New York, United States
Regions Greater New York Area, East Coast, Northeastern US
Gender Male

Investor Type
obfuscated
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LinkedIn View on LinkedIn

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.

Partner Investments

Number of Partner Investments

Announced Date	Organization Name	Investor Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Willow Wealth	Tarsadia Investments	Yes	Series D - Willow Wealth	obfuscated obfuscation
obfuscated obfuscation	Willow Wealth	Tarsadia Investments	Yes	Series D - Willow Wealth	obfuscated obfuscation
obfuscated obfuscation	Envisics	Tarsadia Investments	—	Series C - Envisics	obfuscated obfuscation
obfuscated obfuscation	Envisics	Tarsadia Capital	—	Series C - Envisics	obfuscated obfuscation
obfuscated obfuscation	Willow Wealth	Tarsadia Investments	Yes	Series C - Willow Wealth	obfuscated obfuscation

Jobs

Number of Current Jobs

Number of Past Jobs

Mitchell Caplan

has

current jobs as

Chief Executive Officer

Willow Wealth

and

President

Tarsadia Investments

. Additionally,

Mitchell Caplan

has had

past job as the

CEO

E*TRADE

Willow Wealth Chief Executive OfficerMay 8, 2025
Tarsadia Investments President2017

Organization Name	Title At Company	Start Date	End Date
E*TRADE	CEO	2000	2008

Board and Advisor Roles

Number of Current Board & Advisor Roles

Mitchell Caplan

is the

Chairman of the Board

Willow Wealth

Willow Wealth Chairman of the Board2024

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