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Stackwell

Stackwell

Private
Boston, MassachusettsFinTechhttps://www.stackwellcapital.com/

Last Round

Seed

Aug 3, 2022

Total Funding Raised

$3.6M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Stackwell is a fintech company that provides a digital investment platform with tools and educational resources designed to help the Black community build wealth.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Personal Finance

Business Model

B2C

Customer Profile

Subscription SaaS

AI Layer

Non-AI

Keywords

robo-advisorautomated investmentwealth buildingfinancial inclusioninvestment appETF portfoliofinancial educationwealth techsubscription investmentpersonal financeB2C fintechlow minimum investmentwealth gapfintech for good

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Stackwell Comparables

Compare Stackwell with similar companies based on industry and business-model similarity.

Stackwell comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Alinea Invest
87%
Acorns
74%
Greenwood
71%

Stackwell Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedAug 3, 2022
AcceleratorMay 3, 2022

Key People

Founding team and executive leadership

Trevor Rozier-Byrd

Founder And CEO

Founding Team

Stackwell Investors

Notable investors and investment history

Stackwell investors
InvestorRounds
Financial Solutions LabAccelerator
Shea VenturesSeed
MassChallengeAccelerator
SSC Venture PartnersSeed
ShoreHaven Wealth PartnersSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 15, 2026

    Monthly visitors increased 71% MoM, reaching 1.7K.

  • Apr 7, 2026

    Launched Compass Capital Club with Compass Working Capital.

Stackwell Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Stackwell Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Stackwell's valuation, stock price, and market status.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range27
Year Founded2020
Last FundingAug 3, 2022

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