Stackwell Capital
Latest round
- Seed
Last raised
- Oct 2021
Total raised
- Undisclosed
Investors
- 1
About Stackwell Capital
Stackwell Capital, Inc.Founded in 2020, Stackwell Capital, Inc. is headquartered in Boston, US. The company focuses on providing a platform that simplifies investment for those traditionally excluded from traditional investing. Trevor Rozier-Byrd serves as the CEO and founder.Stackwell's core offering is a user-friendly investment platform designed to democratize access to wealth-building resources for individuals who may feel excluded from traditional investing. The platform learns about users' financial goals and recommends tailored investment portfolios, allowing customers to focus on developing financial knowledge and habits. Stackwell also provides engaging educational content, including articles and videos that simplify complex financial topics, ensuring ease of understanding and application for its user base. Customers can start investing with as little as USD 15 per month through automated contributions from their checking accounts.Stackwell generates revenue through advisory services offered via Stackwell Capital Advisers, LLC, an SEC-registered investment adviser. The firm operates a subscription-based model where clients engage with the platform to establish personalized investment accounts. These accounts are serviced through partnerships with external brokerage firms, facilitating the execution and custodial care of advisory assets. Clients are encouraged to set up recurring contributions, which creates a stable revenue stream from advisory fees based on the assets under management.In August 2022, Stackwell Capital, Inc. The company aims to introduce new investment products designed to further enhance user engagement. Additionally, there are plans to expand into new geographical markets by targeting underserved communities across the US, aiming for implementation by the end of 2023.
Who invested in Stackwell Capital
1 investor across 1 round
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Funding rounds
Seed
Oct 26, 2021
Amount
Undisclosed
Investors
Questions about Stackwell Capital
Who invested in Stackwell Capital?
Stackwell Capital has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Stackwell Capital raised?
Stackwell Capital has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Stackwell Capital last raise money?
Stackwell Capital's most recent round on record is a Seed, in Oct 2021.
What does Stackwell Capital do?
Stackwell Capital is a financial services company.
Where is Stackwell Capital headquartered?
Stackwell Capital is headquartered in Boston, US.
Which VCs invest in companies like Stackwell Capital?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Stackwell Capital's stage. Their profiles are linked below.
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