Stack Wealth
PrivateLast Round
Seed
Mar 23, 2022
Total Funding Raised
$4.65M
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.
Stack Wealth Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Stack Wealth's valuation, stock price, and market status.