About Stack Wealth
Stack Wealth is a company based in Bengaluru (India) founded in 2018 by Tushar Vyas, Smriti Tomar, and Yashwardhan Pauranik. It operates as a FinTech, Subscription Services, and Commission-Based. Stack Wealth has raised $4.92 million across 4 funding rounds from investors including Harvard University, Wellfound and SucSEED Indovation. The company has 1 employees as of January 14, 2025. Stack Wealth offers products and services including Flagship Portfolio, Opportunities Portfolio, Momentum Portfolio, and Arth AI. Stack Wealth operates in a competitive market with competitors including Scripbox, Dezerv, Wealthy, Nivesh and ASK Group, among others.
- Headquarter Bengaluru, India
- Employees 1 as on 14 Jan, 2025
- Founders Tushar Vyas, Smriti Tomar, Yashwardhan Pauranik
- Stage Minicorn
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Stackfin Technology Private Limited
- Jurisdiction Bengaluru, Karnataka, India
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Annual Revenue
$106.28 K (USD)27.55as on Mar 31, 2024
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Net Profit
$-333.42 K (USD)12.87as on Mar 31, 2024
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EBITDA
$-394.85 K (USD)1.99as on Mar 31, 2024
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Total Equity Funding
$4.92 M (USD)
in 4 rounds
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Latest Funding Round
$292.35 K (USD), Seed
Feb 26, 2022
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Investors
Harvard University
& 22 more
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Employee Count
1
as on Jan 14, 2025
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Products & Services of Stack Wealth
Stack Wealth offers a comprehensive portfolio of products and services, including Flagship Portfolio, Opportunities Portfolio, Momentum Portfolio, and Arth AI. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Stable portfolio is designed for long-term wealth creation.
Tactical portfolio is built for short-term high-growth stocks.
Dynamic portfolio is focused on trending stock movements.
AI tool is used for personalized financial insights.
Unlock access to complete
Funding Insights of Stack Wealth
Stack Wealth has successfully raised a total of $4.92M across 4 strategic funding rounds. The most recent funding activity was a Seed round of $292.35 thousand completed in February 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Seed — $292,349
- First Round First Round
- Investors Count 23
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2022 | Amount | Seed - Stack Wealth | Valuation | SucSEED Indovation , QED Innovation Labs | |
| Dec, 2021 | Amount | Seed - Stack Wealth | Valuation | Y Combinator , Harvard University | |
| Sep, 2021 | Amount | Seed - Stack Wealth | Valuation | Y Combinator |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Stack Wealth
Stack Wealth has secured backing from 23 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Harvard University, Wellfound and SucSEED Indovation. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage startups are accelerated via funding and educational programs.
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Founded Year | Domain | Location | |
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Early-stage investments are provided by Soma Capital to startups.
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Founded Year | Domain | Location | |
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Investments in consumer tech sectors are managed by Goodwater Capital.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Stack Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Stack Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Stack Wealth Comparisons
Competitors of Stack Wealth
Stack Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Scripbox, Dezerv, Wealthy, Nivesh and ASK Group, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Platform offering mutual fund investments, financial planning, and wealth growth services
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| domain | founded_year | HQ Location |
Investment solutions and portfolio management are provided for affluent individuals.
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| domain | founded_year | HQ Location |
Digital wealth management platform is offered for personalized investments.
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| domain | founded_year | HQ Location |
Wealth management and financial products are provided online for individuals.
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| domain | founded_year | HQ Location |
Asset & wealth management platform
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| domain | founded_year | HQ Location |
App-based mutual fund investment platform
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Stack Wealth
Frequently Asked Questions about Stack Wealth
When was Stack Wealth founded?
Stack Wealth was founded in 2018 and raised its 1st funding round 3 years after it was founded.
Where is Stack Wealth located?
Stack Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Who is the current CEO of Stack Wealth?
Smriti Tomar is the current CEO of Stack Wealth. They have also founded this company.
Is Stack Wealth a funded company?
Stack Wealth is a funded company, having raised a total of $4.92M across 4 funding rounds to date. The company's 1st funding round was a Seed of $125K, raised on Jun 01, 2021.
How many employees does Stack Wealth have?
As of Jan 14, 2025, the latest employee count at Stack Wealth is 1.
What is the annual revenue of Stack Wealth?
Annual revenue of Stack Wealth is $106.28K as on Mar 31, 2024.
What does Stack Wealth do?
Stack Wealth is engaged in providing personalized investment solutions through expert-curated stock and mutual fund portfolios. Services are offered in sectors like wealth management and financial advisory, targeting long-term wealth creation and short-term growth opportunities. Innovative tools like Arth AI are utilized to deliver tailored financial insights and portfolio strategies. The platform is designed to cater to Indias emerging affluent with a mission to democratize access to world-class investment strategies.
Who are the top competitors of Stack Wealth?
What products or services does Stack Wealth offer?
Stack Wealth offers Flagship Portfolio, Opportunities Portfolio, Momentum Portfolio, and Arth AI.
Who are Stack Wealth's investors?
Stack Wealth has 23 investors. Key investors include Harvard University, Wellfound, SucSEED Indovation, Y Combinator, and Soma Capital.
What is Stack Wealth's valuation?
The valuation of Stack Wealth is $22.88M as of Feb 2022.