Stack Wealth

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

General Information
Company Name
Stack Wealth
Founded Year
2021
Location (Offices)
Bengaluru, India +1
Founders / Decision Makers
Number of Employees
70
Industries
Finance, Financial Services, Fintech +1
Funding Stage
Seed
Social Media

Stack Wealth - Company Profile

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 of Stack Wealth (5)

View All
Funding Stage Amount No. Investors Investors Date
Seed Round Unknown 2 Kunal Shah 23 Mar 2022
Seed Round $4.50M 8 Grand Park Ventures, West Quad Ventures +1 16 Dec 2021
Seed Round Unknown - 27 Jan 2021
Seed Round Unknown - 18 Aug 2020
Seed Round Unknown - 02 Jul 2020

Latest News of Stack Wealth

View All

No recent news or press coverage available for Stack Wealth.

Similar Companies to Stack Wealth

View All
Alpine Private Wealth - Similar company to Stack Wealth
Alpine Private Wealth Focused exclusively on managing the wealth and assets of high net worth investors and institutions.
Quadrant Capital - Similar company to Stack Wealth
Quadrant Capital Offering bespoke wealth management services curated to fit your distinct financial goals.
Quadrant Capital - Similar company to Stack Wealth
Quadrant Capital Offering bespoke wealth management services curated to fit your distinct financial goals.
Seabird Investment Partners - Similar company to Stack Wealth
Seabird Investment Partners High Conviction Value Investing