Stack Wealth
PrivateLast Round
Seed
Mar 23, 2022
Total Funding Raised
$4.65M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Stack Wealth is a fintech company that provides a wealth management platform offering personalized investment portfolios in stocks, mutual funds, and bonds.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Personal Finance
Business Model
B2C
Customer Profile
Payment Processing Fee, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Stack Wealth Comparables
Compare Stack Wealth with similar companies based on industry and business-model similarity.
Stack Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 23, 2022 | ||||
| Seed | Dec 16, 2021 | ||||
| Accelerator | Mar 1, 2021 |
Key People
Founding team and executive leadership
Stack Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Goodwater Capital | Seed |
| Cleo Capital | Seed |
| AngelList | Seed |
| Magic Fund | Seed |
| Emles Venture Partners | Seed |
| Earlsfield Capital | Seed |
| Uncommon Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 1, 2026
Grew 18% QoQ, from 55 to 65 employees.
- Feb 25, 2026
Grew 29% QoQ, from 42 to 54 employees.
Recent news
Latest coverage and updates
- has_revenueSep 2, 2026
Stack Wealth had revenue of $9.9M on Dec 1st '24.
Stack Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Stack Wealth's valuation, stock price, and market status.
Is Stack Wealth a public or private company?
Stack Wealth is a private company.
What is the current stock price of Stack Wealth?
Stack Wealth is a private company, so its shares have no public market price. Caplight tracks Stack Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Stack Wealth worth (valuation)?
Valuation information for Stack Wealth is not publicly available.
Can I buy Stack Wealth stock?
Stack Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Stack Wealth's last funding round?
Stack Wealth's most recent funding round was Seed on March 23, 2022.
Who are the main investors in Stack Wealth?
Key investors in Stack Wealth include Goodwater Capital, Earlsfield Capital, Uncommon Capital, Y Combinator, Soma Capital.
Will Stack Wealth IPO soon?
No public IPO plans have been announced for Stack Wealth.
How can I track Stack Wealth secondary market activity?
Caplight tracks bids, offers, and trades in Stack Wealth's shares on secondary markets.