Stack Wealth

Bengaluru, India Founded: 2018 • Age: 8 yrs
Stack Wealth is focused on personalized wealth management services.
Annual revenue $106,279 Latest available
Total funding $4.9M 4 rounds
Employees 1 Tracked headcount
Investors 23 Known backers
Products 4 Services tracked
Competitors 6 Brand Intelligence

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
  • Sectors
    Technology
  • Email
    Locked
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Stackfin Technology Private Limited
  • Jurisdiction Bengaluru, Karnataka, India
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $106.28 K (USD)
    27.55
    as on Mar 31, 2024
  • Net Profit
    -$333.42 K (USD)
    12.87
    as on Mar 31, 2024
  • EBITDA
    -$394.85 K (USD)
    1.99
    as on Mar 31, 2024
  • Total Equity Funding
    $4.92 M (USD)

    in 4 rounds

  • Latest Funding Round
    $292.35 K (USD), Seed

    Feb 26, 2022

  • Investors
  • 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.

Product name locked
Category locked
Primary

Stable portfolio is designed for long-term wealth creation.

Product name locked
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Tactical portfolio is built for short-term high-growth stocks.

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Dynamic portfolio is focused on trending stock movements.

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AI tool is used for personalized financial insights.

People of Stack Wealth

Headcount 10-50
Employee Profiles 6
Employee Profiles
People
Bhavya Thakker
SDE
People
Smriti Tomar
Founder And CEO
People
Yashwardhan Pauranik
Chief Technology Officer
People
Tushar Vyas
Co-founder & COO

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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.

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.

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Venture Fund
Institutional
Angel
Investor Description Founded Year Domain Location
Early-stage startups are accelerated via funding and educational programs.
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Early-stage investments are provided by Soma Capital to startups.
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Investments in consumer tech sectors are managed by Goodwater Capital.
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Investor details for Stack Wealth

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Stack Wealth

Investments
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Investment portfolio details for Stack Wealth

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Stack Wealth

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Detailed financials for Stack Wealth

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  • Profit trends
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Stack Wealth Comparisons

Stack Wealth Primary company
Description
Stack Wealth is focused on personalized wealth management se...
Location
Bengaluru, India
Founded Year
2018
Annual Revenue
$106.28 K (USD)
Net Profit
-$333.42 K (USD)
EBITDA
-$394.85 K (USD)
Employees
1
As of 2025
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Peer comparison for Stack Wealth

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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  • Headcount comparison
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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.

Company Name Domain Founded year HQ Location Description
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Platform offering mutual fund investments, financial planning, and wealth growth services
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Investment solutions and portfolio management are provided for affluent individuals.
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Digital wealth management platform is offered for personalized investments.
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Wealth management and financial products are provided online for individuals.
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Asset & wealth management platform
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App-based mutual fund investment platform
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Detailed competitors of Stack Wealth

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  • Full company profiles
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Latest news on Stack Wealth

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Complete news archive for Stack Wealth

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  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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 current CEO of Stack Wealth. 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.

As of Jan 14, 2025, the latest employee count at Stack Wealth is 1.

Annual revenue of Stack Wealth is $106.28K as on Mar 31, 2024.

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's top competitors include Scripbox, Dezerv and Wealthy.

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.

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