About Stack Wealth
Stack Wealth is a Technology company based in Bengaluru (India) founded in 2018 by Tushar Vyas, Smriti Tomar, and Yashwardhan Pauranik. Stack Wealth is focused on personalized wealth management services. It operates on a FinTech, Subscription Services, and Commission-Based model. 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. Stack Wealth was last valued at $22.88 million in February 2022. Its chief executive, as recorded, is Smriti Tomar. Its website stackwealth.in draws about 22 thousand monthly visits. Its Indian entity Stackfin Technology Private Limited reported revenue of ₹91 Lakh. Stack Wealth offers products and services including Flagship Portfolio, Opportunities Portfolio, Momentum Portfolio, and Arth AI. Its focus areas include Financials, Investment Management and Wealth Management. Its competitors include Scripbox, Dezerv and Wealthy; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Bengaluru, India
- Employees 1
- Founders Tushar Vyas, Smriti Tomar, Yashwardhan Pauranik
- Stage Minicorn
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website stackwealth.in
- Social LinkedIn X Instagram YouTube
- Legal Name Stackfin Technology Private Limited
- Date of Incorporation 01 Jul, 2021
- Jurisdiction Bengaluru, Karnataka, India
- Annual Revenue₹91 Lakh
FY 2024 · +28% YoY
- Net Loss-₹2.85 Cr
FY 2024 · -314% margin
- EBITDA-₹2.76 Cr
FY 2024 · -303% margin
- Total Equity Funding$4.92M (USD)
in 4 rounds
- Latest Funding Round$292.35K (USD), Seed
Feb 2022
- InvestorsHarvard University
& 22 more
- Employee Count1
Associated legal entities of Stack Wealth
Stack Wealth is associated with 2 registered companies on The Company Check; the primary company is Stackfin Technology Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2024) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Stackfin Technology Private Limited CIN U72900KA2021PTC148977 | Active | 01 Jul 2021 | Bengaluru, Karnataka | ₹0.9 Cr | 2 | View details | |
| Invacia Labs Private Limited CIN U72900HR2019PTC080074 | Active | 01 May 2019 | Gurgaon, Haryana | ₹0.0 Cr | 2 | View details |
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.
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.
Apps and channels of Stack Wealth
Stack Wealth publishes 1 mobile app with over 5K+ downloads; its YouTube channel Stack Wealth has 1.92K subscribers and 30 videos.
Videos from Stack Wealth
The most watched videos on Stack Wealth's YouTube channel, Stack Wealth (1.92K subscribers). Click a video to play it here.
More on Stack Wealth.
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 $4.92M
- Total Rounds 4
- Last Round Seed — $292,349
- Investors Count 23
All 4 funding rounds of Stack Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2022 | $292,349 | Seed | $22.88M | SucSEED Indovation, QED Innovation Labs | |
| Dec 2021 | $4.5M | Seed | – | Y Combinator, Harvard University | |
| Sep 2021 | $125,000 | Seed | – | Y Combinator | – |
| Jun 2021 | Seed | – | Orbit Startups | – |
| Date | Valuation | Stage |
|---|---|---|
| Feb 2022 | $22.88M | •••••••• |
Last known valuation $22.88M (Feb 2022). 23 investors in total: 19 institutional and 4 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Early-stage startups are accelerated via funding and educational programs. | ycombinator.com | Mountain View, United States | ||
Early-stage investments are provided by Soma Capital to startups. | somacap.com | San Francisco, United States | ||
Investments in consumer tech sectors are managed by Goodwater Capital. | goodwatercap.com | Burlingame, United States | ||
Early-stage investments are provided by Uncommon Capital in software firms. | uncommoncapital.vc | San Francisco, United States | ||
Venture capital firm focused on multiple sectors | magic.fund | San Francisco, United States | ||
A global venture capital firm is operated to invest in innovative founders. | sidedoorventures.co | San Francisco, USA | ||
Investments in technology sectors are made by Earlsfield Capital. | earlsfieldcapital.com | London, United Kingdom | ||
Venture capital and accelerator firm backed by Chandaria Group | chandariacapital.com | Nairobi, Kenya | ||
Provider of a venture capital firm that invests in technology and life sciences companies | olivetreecapital.com | Boston, United States | ||
Venture capital firm focused on seed stage startups | cleocap.com | San Francisco, United States |
Investor details for Stack Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Board of directors of Stackfin Technology Private Limited (Stack Wealth)
Stackfin Technology Private Limited is the primary company behind Stack Wealth. The boards of the 2 registered companies of Stack Wealth currently have 2 directors; the longest-serving is Smriti Tomar, appointed in 2019. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Smriti Tomar DIN 08440338 | Director | 01 May 2019 | 7 yrs 6 mo | Invacia Labs Private Limited, Stackfin Technology Private Limited |
| Tushar Vyas DIN 07558283 | Director | 01 May 2019 | 7 yrs 6 mo | Invacia Labs Private Limited, Stackfin Technology Private Limited |
People of Stack Wealth
6 people are tracked at Stack Wealth (3 in leadership, 3 in team); the tracked headcount is 1.
| Name | Role | Group |
|---|---|---|
| Co-Founder | Leadership | |
| Co-Founder & CEO | Leadership | |
Yashwardhan Pauranik | Co-Founder | Leadership |
Bhavya Thakker | SDE | Team |
Pratik Dutta | QA Lead | Team |
Rishabh Surti | Backend Developer | Team |
Complete people profiles for Stack Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
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Verified entity values are shown only after access is granted.
Financials of Stack Wealth
Figures of Stackfin Technology Private Limited, the primary company behind Stack Wealth, for FY 2024. Revenue was ₹91 Lakh (+28% year on year). Net loss was -₹2.85 Cr (-314% margin). EBITDA was -₹2.76 Cr (-303% margin).
- ₹91 LakhRevenue · FY 2024 · +28% YoY
- -₹2.85 CrNet loss · -314% margin
- -₹2.76 CrEBITDA · -303% margin
- ₹11,480Paid-up capital
Balance sheet, profit and loss, cash flow and ratios of Stackfin Technology Private Limited are on its company page.
Detailed financial statements for Stack Wealth
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
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- Downloads
Verified entity values are shown only after access is granted.
Timeline of Stack Wealth
4 dated milestones of Stack Wealth across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Stack Wealth is founded.
- Funding First funding round.
- Funding Latest funding round, Seed, of $292K.
- Milestone Reaches Minicorn status.
Competitors of Stack Wealth
Stack Wealth has 3 listed competitors in our database, 3 of them funded. They include Scripbox, Dezerv and Wealthy.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| scripbox.com | 2012 | Bengaluru, India | $83.98M | 398 | Platform offering mutual fund investments, financial planning, and wealth growth services | |
| dezerv.in | 2021 | Mumbai, India | $100M | 513 | Investment solutions and portfolio management are provided for affluent individuals. | |
| wealthy.in | 2015 | Bengaluru, India | $22.29M | 231 | Digital wealth management platform is offered for personalized investments. |
Detailed competitors of Stack Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Stack Wealth
The website of Stack Wealth (stackwealth.in) receives about 22.5K visits a month.
- Monthly visits22.5K
▲ 28.6% vs previous month
Websites whose visitors overlap most with Stack Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| zerodhafundhouse.com | 100% | 387.2K | #235,222 | View details | |
| iongroup.com | 100% | 220.5K | #223,350 | View details | |
occaminvesting.co.uk | occaminvesting.co.uk | 54% | #2,521,002 | – | |
| districtcreditunion.com | 49% | #873,451 | View details |
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Stack Wealth (Investment & Financial Technology) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 549.14 M | 3,823 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 |
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Related news about Stack Wealth
Complete news archive for Stack Wealth
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Frequently Asked Questions about Stack Wealth
Stack Wealth was founded in 2018 and raised its 1st funding round 3 years after it was founded.
Stack Wealth is headquartered in Bengaluru, India. It is registered at Bengaluru, Karnataka, India.
Smriti Tomar is the CEO of Stack Wealth, as recorded in our data. They have also founded this company.
Stack Wealth is a funded company, having raised a total of $4.92M across 4 funding rounds to date.
Stack Wealth has 1 employees.
The primary company behind Stack Wealth, Stackfin Technology Private Limited, reported revenue of ₹91 Lakh for FY 2024, up 28% year on year.
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.
Stack Wealth offers Flagship Portfolio, Opportunities Portfolio, Momentum Portfolio, and Arth AI.
Stack Wealth has 23 investors. Key investors include Harvard University, Wellfound, SucSEED Indovation, Y Combinator, and Soma Capital.
The valuation of Stack Wealth is $22.88M as of Feb 2022.
Stack Wealth is associated with 2 legal entities: Stackfin Technology Private Limited, Invacia Labs Private Limited.