Stacks

Seattle, United States Founded: 2018 • Age: 8 yrs
Micro-investments and AI-driven robo-advisory are offered to individuals.

About Stacks

Stacks is a company based in Seattle (United States) founded in 2018. It operates as a SaaS (Software-as-a-Service), AI-as-a-Service, and FinTech. Stacks has raised $33.41 million across 3 funding rounds from investors including EQT Ventures, General Catalyst and s16vc. Stacks offers products and services including Stacks Financial Close, Account Reconciliations, Journal Entries, Analysis and Reporting, and Accounting Agents. Stacks operates in a competitive market with competitors including Acorns, Plinqit, Grifin, Tranako and Dvdendo, among others.

  • Headquarter Seattle, United States
  • Sectors
    Technology
  • Website stacks.ai
  • Social LinkedIn
  • Legal Name Annie Stacks, Inc
Key Metrics
  • Total Equity Funding
    $33.41M (USD)

    in 3 rounds

  • Latest Funding Round
    $23M (USD), Series A

    Feb 2026

  • Investors

Products & Services of Stacks

Stacks offers a comprehensive portfolio of products and services, including Stacks Financial Close, Account Reconciliations, Journal Entries, Analysis and Reporting, and Accounting Agents.

Stacks Financial Close
Accounting Software

Financial close processes are automated for faster results.

Account Reconciliations
Accounting Tools

Transactions are matched and discrepancies flagged by AI.

Journal Entries
Accounting Tools

Journal entries are automated for error-free Excel posting.

Analysis and Reporting
Accounting Tools

Real-time insights into trends and metrics are provided.

Accounting Agents
AI Automation

Repetitive accounting tasks are handled by AI agents.

Funding Insights of Stacks

Stacks has successfully raised a total of $33.41M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $23 million completed in February 2026. 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 $33.41M
  • Total Rounds 3
  • Last Round Series A β€” $23M
  • Investors Count 7

All 3 funding rounds of Stacks with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2026$23MSeries A–Lightspeed Venture Partners
Feb 2025$10.41MSeed–EQT Ventures, General Catalyst
Jun 2024–Seed––
Valuation history

7 investors in total: 5 institutional and 2 angel.

Investors in Stacks

Stacks has secured backing from 7 investors, including venture fund and angel investors. Prominent investors backing the company include EQT Ventures, General Catalyst and s16vc.

All
Venture Fund
Angel
InvestorDescriptionFounded YearDomainLocation
Venture capital investments in technology and innovation sectors.
–eqtventures.com-
Investment and transformation services for entrepreneurs in technology and finance sectors.
–generalcatalyst.com-
Multiple sectors are invested in by S16vc venture capital firm.
–s16vc.comWilmington, United States
EQT is recognized as a global investment organization focused on value creation.
–eqtgroup.com-
-
–lsvp.com-

Mike Taylor

-
–unknown_de0f2cbcafcc414f9-

Simone Ruschenberg

-
–unknown_4bd860bec76d4ded9-
Premium access

Investor details for Stacks

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.

People of Stacks

3 people are tracked at Stacks (2 in leadership, 1 in team).

NameRoleGroup
Albert Malikov
Founder & CEOLeadership
Farid Sedjelmaci
COO (fractional)Leadership
Nick Lurie
GTMTeam
Premium access

Complete people profiles for Stacks

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of Stacks

3 dated milestones of Stacks across 8 years, from founding to its latest funding, stage changes and deals.

  1. Founded Stacks is founded.
  2. Funding First funding round.
  3. Funding Latest funding round, Series A, of $23.0M.

Competitors of Stacks

Stacks 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 Acorns, Plinqit, Grifin, Tranako and Dvdendo, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
acorns.com2012Irvine, United States$587.84M–
App-based platform for spare change investment
plinqit.com2015Ann Arbor, United States$5.08M–
Automated micro-savings app
grifin.com2016Tampa, United States$11M–
Provider of an investment platform that enables stock purchases through everyday spending
toranotec.com2016Tokyo, Japan$26.4M–
Spare change from purchases is automatically invested in global assets.
dvdendo.com2015Miami, United States––
Dvdendo delivers digital investment tools and advisory services to support financial decision-making.
getremynt.com2022San Francisco, United States$100,000–
Debt resolution and credit rebuilding services are offered to consumers.
getsparechange.com2024New York, United States$500,000–
Spare change is managed via tax-effective philanthropy platforms.
Premium access

Detailed competitors of Stacks

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 Stacks

The website of Stacks (stacks.ai) receives about 18.1K visits a month.

  • Monthly visits
    18.1K

    ▲ 22.2% vs previous month

Similar websites

Websites whose visitors overlap most with Stacks. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
getbasis.ai
100%
24.5K#1,195,991View details
trymesha.com
trymesha.com
42%
–#1,079,228–
stacksbreakfast.com
stacksbreakfast.com
38%
–#3,768,677–

Similar companies to Stacks

10 companies that operate in the same segment as Stacks (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
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Frequently Asked Questions about Stacks

Stacks was founded in 2018 and raised its 1st funding round 6 years after it was founded.

Stacks is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.

Stacks is a funded company, having raised a total of $33.41M across 3 funding rounds to date.

Stacks is focused on transforming financial close processes through AI-powered tools. Accounting tasks such as reconciliations, journal entries, variance analysis, and reporting are automated, enabling faster and more accurate results. Integration with ERP systems is supported to ensure seamless data flow. Teams are empowered to focus on strategic priorities by reducing manual workloads. Solutions are tailored for accounting teams across various industries, with an emphasis on efficiency and audit readiness. Security and privacy of financial data are prioritized with robust encryption and compliance standards like SOC 2 Type II, ISO 27001, and GDPR.

Stacks's top competitors include Acorns, Plinqit and Grifin.

Stacks offers Stacks Financial Close, Account Reconciliations, Journal Entries, Analysis and Reporting, and Accounting Agents.

Stacks has 7 investors. Key investors include EQT Ventures, General Catalyst, s16vc, Mike Taylor, and Simone Ruschenberg.

Stacks operates through Annie Stacks, Inc.

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