About Us

Captain401 was founded to help address the #1 financial concern for Americans: not having enough money for retirement.

Our Mission

  • All businesses should be able to offer a 401(k), no matter the size of the company.
  • 401(k)s should be convenient and approachable for both employers and employees.
  • All individuals deserve the opportunity for a secure financial future.

Our Team

  • Roger Lee
    Chief Executive Officer

    Experience:

    PaperG (founder), SubProfile (founder)

    Education:

    Harvard University

    Investment advisor representative
    Series 65

  • Paul Sawaya
    Chief Technical Officer

    Experience:

    Mozilla, Justin.tv, Bloomberg, Apple

    Education:

    Hampshire College

  • Joyce Zhang
    Sales and Business Development

    Experience:

    Federal Reserve Bank of New York, Microsoft, World Bank, U.S. Department of Labor

    Education:

    Harvard University, B.A.;
    Princeton University, M.P.A.;
    Stanford Graduate School of Business, M.B.A.

  • Jeremy Fishman
    Engineering

    Experience:

    Quantcast, Clover

    Education:

    Bowdoin College

  • Elise Liu
    Business Operations & Product

    Experience:

    Boston Consulting Group, Ethiopian Agricultural Transformation Agency

    Education:

    Harvard University

  • Yoyo Zhou
    Engineering

    Experience:

    Google

    Education:

    Massachusetts Institute of Technology, B.S. and M.Eng.

  • Margarette Jung
    Marketing

    Experience:

    PandaDoc, Magoosh,
    San Francisco Office of the District Attorney

    Education:

    University of California, Berkeley

  • Diana Torzewski
    Account Management

    Experience:

    Point72 Asset Management, SAC Capital

    Education:

    University of Maryland Robert H. Smith School of Business

  • Bugei Nyaosi
    Business Operations

    Experience:

    Sazze, Boston Consulting Group

    Education:

    Stanford University

  • Nick Ferdon
    Sales

    Experience:

    Zenefits, Helpshift, Insight Global, RuffaloCody

    Education:

    University of Arizona

  • Marcelo De Rada Ocampo
    Sales

    Experience:

    PricewaterhouseCoopers, Zenefits, Zattaro (founder), Citigroup

    Education:

    Claremont McKenna College, B.A.; Columbia University, B.S.

  • Matt Connors
    Engineering

    Experience:

    Sparkcentral, Shnaap, Epicenter AV (founder), City of Winnipeg

    Education:

    University of Manitoba

  • Tyler Goerzen
    Account Management

    Experience:

    FM Financial Services

    Education:

    Azusa Pacific University

  • Nico Barry
    Engineering

    Experience:

    Hack Reactor, Peak Democracy, Get in Touch (Founder), Davis Dollars Community Currency

    Education:

    University of California, Davis, B.A.,
    University of Southern California, M.P.A.

  • Hallie Saber
    Business Operations

    Experience:

    The Internet Keep Safe Coalition, Broadreach, LoMo Market

    Education:

    Mount Holyoke College

  • Nick Carter
    Sales

    Experience:

    Flock HR, WePay, Four Seasons Hotels and Resorts

    Education:

    California State University, Northridge

  • Kevin Johnson
    Engineering

    Experience:

    Epocrates, Berkeley Fung Institute for Engineering Leadership, Bugaloo's

    Education:

    Cornell College, B.A; University of California, Berkeley, M.E.

  • Natalie Blardony
    Marketing

    Experience:

    Recurly, Yelp, Insurify

    Education:

    Boston College

Advisor

david_musto
David Musto

Professor David Musto has been teaching at the Wharton School of the University of Pennsylvania since 1995. He is currently the Ronald O. Perelman Professor in Finance and the finance department chair. His research focuses on capital markets, consumer credit, and financial intermediation.

Education: Yale, B.A.; University of Chicago, Ph.D.

Our Investors

  • YCombinator
  • Greg Brockman Former CTO of Stripe
  • SoftTechVC
  • Jake Gibson Co-founder of NerdWallet
  • Joe Montana Hall of Fame Quarterback
  • SV Angel
  • Paul Buchheit Creator of Gmail
  • Jared Friedman Co-founder of Scribd

Our Office

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We’re located in the heart of Mid-Market San Francisco.
30 7th Street
San Francisco, CA 94103