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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
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.

Business keywords: 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)

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Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 2
SucSEED Indovation, Kunal Shah
23 Mar 2022
Seed Round $4.50M 8
Goodwater Capital, Cleo Capital +6
16 Dec 2021
Seed Round Undisclosed -
27 Jan 2021
Seed Round Undisclosed -
18 Aug 2020
Seed Round Undisclosed -
02 Jul 2020

Stack Wealth Alternatives & Competitors

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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 Finance, Financial Services, Fintech and Banking. Its work centres on Wealth management, Investment, Financial planning and Personalized finance.
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 MAG Asset Management SA, 16Rock Asset Management, Ambition Finserve Private Limited, Plimsoll Mark Capital, Bajaj Capital Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Stack Wealth and MAG Asset Management SA 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.

Source: BounceWatch company record for Stack Wealth, https://bouncewatch.com/company/stack-wealth, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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