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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

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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

Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 27, 2026

    Monthly visitors grew 47% MoM, reaching 3.1K.

  • May 15, 2026

    Monthly visitors increased 71% MoM, reaching 1.7K.

Stackwell Filings

Explore SEC and related filing metadata, where available.

Stackwell filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

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

Is Stackwell a public or private company?

Stackwell is a private company.

What is the current stock price of Stackwell?

Stackwell is a private company with no public stock price. No recent secondary market data is available.

How much is Stackwell worth (valuation)?

Valuation information for Stackwell is not publicly available.

Can I buy Stackwell stock?

Stackwell shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Stackwell's last funding round?

Stackwell's most recent funding round was Seed on August 3, 2022.

Who are the main investors in Stackwell?

Key investors in Stackwell include Shea Ventures, SSC Venture Partners, ShoreHaven Wealth Partners.

Will Stackwell IPO soon?

No public IPO plans have been announced for Stackwell.

How can I track Stackwell secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Stackwell's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersBoston, Massachusetts
Employee Range26
Year Founded2020
Last FundingAug 3, 2022

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