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Stack Wealth logo — Investments tailored to your goals, curated by your dedicate...

Stack Wealth

Investments tailored to your goals, curated by your dedicated wealth manager.

Founded 2021 India Bengaluru, India 70 employees Seed Total: $4.50M Finance, Financial Services +2

General Information

Company Name Stack Wealth
Founded Year 2021
Location India Bengaluru, India +1
Employees 70
Industries Finance, Financial Services, Fintech +1
Funding Stage Seed
Social

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About Stack Wealth

Stack Wealth is disrupting the traditional wealth-building landscape by providing exclusive investment offerings and personalized financial planning to everyday investors. The company's team, consisting of experts in finance, AI specialists, data scientists, engineers, designers, and investment advisors, has over 25+ years of experience managing over ₹10,000 Cr in assets for over 10+ lac investors. Founded in 2021, Stack Wealth received a Seed Round investment on 23 March 2022, with backing from SucSEED Indovation and Kunal Shah. Their strategic approach, integrating advanced technology with high-end investing expertise, positions them as the go-to digital wealth management solution for savvy investors. Based in India, Stack Wealth is a promising player in the Financial Services, Fintech, and Banking industries, offering a solution that was once exclusive to high-net-worth individuals.

Taxonomy: Wealth management, Investment, Financial planning, Personalized finance, PMS, Mutual funds, NCDs, Bonds, Digital wealth management, High-net-worth individuals, Technology, Finance, Company culture

Funding Rounds & Investors (5)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 2
Investor
•••• •••• 		23 Mar 2022
Seed Round •••••• 8
Investor Investor Investor Investor Investor
•••• •••• 		16 Dec 2021
Seed Round •••••• - 27 Jan 2021
Seed Round •••••• - 18 Aug 2020
Seed Round •••••• - 02 Jul 2020

Stack Wealth Alternatives & Competitors

Stack Wealth vs
Alpine Private Wealth
Alpine Private Wealth United States

Focused exclusively on managing the wealth and assets of high net worth investors and institutions.

11 employees
Finance, Financial Services
Stack Wealth vs
Quadrant Capital
Quadrant Capital United States

Offering bespoke wealth management services curated to fit your distinct financial goals.

21 employees
Finance, Financial Services
Compare Stack Wealth vs Quadrant Capital
Stack Wealth vs
IJ Capital
IJ Capital Australia

IJ Capital is committed to providing a trustworthy wealth management platform and providing high-qua...

17 employees
Finance, Financial Services
Also compare with: Stack Wealth vs jch: kingswood investment management jch: kingswood investment management Stack Wealth vs Insight Wealth Group Insight Wealth Group

FAQ About Stack Wealth

Investments tailored to your goals, curated by your dedicated wealth manager.
Stack Wealth was founded in 2021.
Stack Wealth is headquartered in Bengaluru, India.
Stack Wealth operates in the following industries: Finance, Financial Services, Fintech, Banking.
Stack Wealth has approximately 70 employees.
Stack Wealth has completed 5 funding rounds, raising a total of $4.50M. The latest funding stage is Seed.
Top alternatives and competitors to Stack Wealth include Alpine Private Wealth, Quadrant Capital, IJ Capital, Seabird Investment Partners, jch: kingswood investment management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Stack Wealth and Alpine Private Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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