Stackwell Capital, Inc.

Stackwell Capital, Inc. offers a user-friendly investment platform aimed at democratizing access to wealth-building resources, particularly for low-to-moderate-income individuals and families in the United States. 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. In August 2022, Stackwell raised USD 3. 5 mn in Seed funding, bringing the total amount raised to USD 3.

5 mn through 2 deals. 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. The products are primarily targeted toward individuals in the United States, with a strong focus on empowering low-to-moderate-income families, small business owners, and students, particularly those from Historically Black Colleges and Universities (HBCUs) and Minority Serving Institutions (MSIs). 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. The firm’s initiatives, such as the RISE Investment Program, further enhance client engagement and retention by providing educational resources and financial tools, driving additional value to its user base without explicitly disclosing pricing structures for specific services. In August 2022, Stackwell Capital, Inc.

raised USD 3. 5 mn in Seed funding to support its product launch. 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.