Stackwell
Stackwell is a Boston-based fintech that operates a mobile robo-advisor platform providing automated ETF portfolio management, financial education, and community features, targeting Black and Hispanic individuals, HBCU students, and other underserved populations historically excluded from traditional wealth-building.
- Company typePrivate
- Founded2020
- HeadquartersBoston, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What Stackwell does
Stackwell is a Boston-based fintech startup founded by Trevor Rozier-Byrd in 2020 with the mission of eliminating the racial wealth gap by making investing accessible to communities historically excluded from traditional wealth-building. The company operates a mobile-first digital investment platform (iOS and Android) that combines a robo-advisor with automated ETF portfolio management, behavioral finance nudges, and culturally tailored financial education. The core product is a recommendation engine that constructs and rebalances personalized portfolios of equity and fixed-income ETFs based on user risk profile and goals, supplemented by a Learning Center, Community Hub, Healthy Habits behavioral tracking, and a Growth Calculator. Brokerage and custody are provided through Apex Clearing Corporation, and investment advisory services are delivered via Stackwell Capital Advisers, LLC, an SEC-registered investment adviser and wholly owned subsidiary of Stackwell Capital, Inc. (Delaware C-corp).
Stackwell firmographics
Firmographics- Name
- Stackwell
- Legal name
- Stackwell Capital, Inc.
- Website
- https://stackwellcapital.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stackwell is a Boston-based fintech that operates a mobile robo-advisor platform providing automated ETF portfolio management, financial education, and community features, targeting Black and Hispanic individuals, HBCU students, and other underserved populations historically excluded from traditional wealth-building.
- Ownership category
- akta.pro rank
Stackwell industry classification
Industry- Product category
- Digital Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Direct-to-Consumer Robo-Advisors (Retail Automated Portfolios) (FSAGAEAA)
- akta.pro secondary industries
- Robo-Advisors & Digital Wealth Managers (FSAAAAAD), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Stackwell is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Stackwell business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Subscription/Membership Fees: Stackwell generates revenue through subscription-based membership fees for access to its digital investment platform, robo-advisor services, and financial education content. The model targets individual consumers with recurring revenue from monthly or annual subscription plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard subscription for individual investors |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
Stackwell product offering
Product offeringCore offering
Stackwell operates a mobile investment application that delivers automated, personalized ETF portfolio management through a robo-advisor engine, paired with in-app financial education content, behavioral-finance nudges, and community programs that distribute seeded investment capital to underserved populations. Investment-advisory services are provided through its SEC-registered subsidiary Stackwell Capital Advisers, LLC, with brokerage custody handled by Apex Clearing Corporation. The company monetizes via subscription/membership fees and advisory fees while supplementing with grant- and sponsor-funded community programs such as the Student Investment Program, Visionary Ventures, RISE, and Power of Prosperity.
Product overview
Stackwell offers a unified mobile investing platform (the Stackwell App) that combines automated portfolio management (robo-advisor), financial education (Learning Center), and community programs. The core product is a robo-advisor that builds personalized ETF-based portfolios based on user goals and risk profiles, with automatic rebalancing. Supplementary features include the Learning Center for financial education, Community Hub for program tracking, Healthy Habits for behavioral nudges, and Growth Calculator for projecting investment potential. The company also operates multiple named community investment programs (Student Investment Program, Visionary Ventures, RISE, Living Legacies, Hampton University Investment Program, Power of Prosperity, and Equity in Entrepreneurship) that provide seed investment capital and education to underserved populations through strategic partnerships.
Differentiator
Problem solved
Functional benefit
Products and services
- Stackwell App
- Robo-Advisor Automated investment portfolio management service that creates and rebalances personalized portfolios of equity and fixed-income ETFs based on user goals and risk profile, offered to individual investors through the Stackwell app with custody at Apex Clearing Corporation.
- Student Investment Program (SIP) Program providing HBCU students with seed investment capital, financial education, and behavioral support to build generational wealth, operated in partnership with Student Freedom Initiative, Prudential, and ICMM across 15+ HBCU campuses.
- Visionary Ventures Program Small business initiative providing funded investment accounts and financial education to entrepreneurs, launched in partnership with Social Change Fund United and the National Basketball Players Association.
- RISE Investment Program Reaching Investment Success for Everyone (RISE) — a program providing ALICE (Asset Limited, Income Constrained, Employed) households with $2,500 in seed investment capital and financial guidance through a partnership with the United Way of Southeast Louisiana.
- Living Legacies Investment Program Program empowering older adults in Colorado with funds to invest and tools to build financial legacies, delivered in partnership with Next50 and Savings Collaborative and supported by a $150,000 grant from the Institute of Consumer Money Management.
- Hampton University Investment Program Campus-based program with Hampton University providing students with funded investment accounts and financial education workshops, expanded to all class years.
- Power of Prosperity Program with Entergy Corporation supporting HBCU students across Entergy's service territory with funded investment accounts and educational tools, initially launched in New Orleans and expanded to Arkansas.
- Equity in Entrepreneurship Program supporting Detroit small business owners in partnership with the Michigan Black Business Alliance, providing investment resources and wealth-building tools for Black entrepreneurs.
- Compass Capital Club Program launched with Compass Working Capital in Boston to support families with low incomes, providing up to $2,000 in grant funding, financial education, and support to access capital markets.
Quantifiable outcome
- 89% of participants feel investing is accessible to people like them
- +5 more outcomes
Companies that use Stackwell
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles3 records
Stackwell technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability4 records
Feature5 records
Stackwell partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered flagship, core and minor.
- Student Freedom Initiative (SFI)flagshipFlagship partnership delivering the Student Investment Program through 15+ HBCU campuses reaching 300+ students. SFI is a nonprofit focused on wealth-building for Black families, providing program funding, student matching, and co-developed curriculum with Stackwell.
- Compass Working CapitalcorePartnership through the Compass Capital Club program providing financial education and investment access to underserved communities. Compass Working Capital is a nonprofit focused on economic mobility.
- Social Change Fund United (SCFU)coreVisionary Ventures Program partnership supporting Black wealth-building initiatives. SCFU is a philanthropic organization focused on advancing economic opportunity for Black communities.
- National Basketball Players Association (NBPA)coreVisionary Ventures Program partnership providing investment education and access for NBA player community. NBPA represents NBA players' collective interests and provides trusted access to athlete communities.
- United Way of Southeast Louisiana (UWSELA)coreRISE program partnership delivering financial wellness and investment education to communities in Southeast Louisiana. United Way provides community reach and trusted local presence.
- New Orleans PelicanscoreBlack Wealth Program partnership and community engagement initiatives. The NBA team provides brand visibility, community events, and access to fan base for financial wellness programming.
- Entergy CorporationcorePower of Prosperity initiative partnership providing investment access and financial education to communities served by Entergy. Entergy is a utility company providing community and employee financial wellness programs.
- Hampton UniversitycoreHampton Investment Program partnership delivering campus-based investment education and access to HBCU students. Hampton is a prominent historically Black university.
- Michigan Black Business Alliance (MBBA)minorSmall Business Investing Program partnership providing investment access and financial education for Black business owners in Michigan through the MBBA network.
- Dillard UniversitycoreHBCU partnership through Power of Prosperity initiative providing investment access and financial education to Dillard University students.
- Southern University at New OrleanscoreHBCU partnership through Power of Prosperity initiative providing investment access and financial education to Southern University students.
- Xavier University of LouisianacoreHBCU partnership through Power of Prosperity initiative providing investment access and financial education to Xavier University students.
- Next50 and Savings CollaborativecoreCo-developers of the Living Legacies Investment Program providing matched savings opportunities and financial education. Next50 focuses on economic security for people 50+ while Savings Collaborative focuses on savings policy.
Scale indicators10 records
Recent moves6 records
Expansion highlights7 records
Stackwell competitors and assessment
Company assessmentDirect peers
- Acorns: Direct-to-consumer micro-investing and robo-advisor platform serving novice retail investors with automated ETF portfolios and financial education, overlapping closely with Stackwell's core product.
- Stash: D2C subscription-based investing app combining fractional-share portfolios with educational content for beginner investors, highly comparable to Stackwell's invest-plus-learn model.
- Goalsetter: Financial wellness and investing platform focused on Black and minority families and youth, with education-driven investing — a close mission-aligned peer to Stackwell.
- Ellevest: Mission-driven digital wealth platform originally built for women and underserved investors, offering robo-advisor portfolios and goals-based financial planning, comparable to Stackwell's demographic focus.
- Greenlight: Family/kid-focused investing and financial literacy app combining education with custodial investment accounts, paralleling Stackwell's youth/HBCU focus and Learning Center approach.
Emerging players
- Claro: Latino-focused bilingual investing platform targeting Hispanic Americans with culturally tailored financial content, a direct demographic-mirror peer to Stackwell.
Broad incumbents
- Betterment: Established, well-funded robo-advisor offering automated ETF portfolios and goals-based planning, setting the incumbent benchmark Stackwell competes against in core technology.
- Wealthfront: Large-scale automated investment platform offering diversified ETF portfolios and financial planning, comparable on the robo-advisor layer though without Stackwell's community mission.
- Robinhood: Mass-market retail trading and investing platform with broad demographic reach; competes with Stackwell for novice investor mind-share but lacks the community/education layer.
- Schwab Intelligent Portfolios: Incumbent brokerage-affiliated automated investing service offering diversified ETF portfolios at scale, the most-established comparison for Stackwell's underlying robo-advisor mechanics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Stackwell social profiles
Digital presenceStackwell financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stackwell leadership team
Management profileNumber of profiles
Profiles4 records
Stackwell subsidiaries and ownership
Company hierarchySubsidiaries1 record
Stackwell funding detail
Funding detailFunding overview
Funding rounds2 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stackwell M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stackwell
What does Stackwell do?
Stackwell operates a mobile investment application that delivers automated, personalized ETF portfolio management through a robo-advisor engine, paired with in-app financial education content, behavioral-finance nudges, and community programs that distribute seeded investment capital to underserved populations. Investment-advisory services are provided through its SEC-registered subsidiary Stackwell Capital Advisers, LLC, with brokerage custody handled by Apex Clearing Corporation. The company monetizes via subscription/membership fees and advisory fees while supplementing with grant- and sponsor-funded community programs such as the Student Investment Program, Visionary Ventures, RISE, and Power of Prosperity.
Is Stackwell a public or private company?
Stackwell is a private company. It is classified as venture growth investor backed and is currently operating.
When was Stackwell founded?
Stackwell was founded in 2020. It employs 1 to 10 people.
Where is Stackwell based?
Stackwell is headquartered in Boston, United States, in the North America region.
How does Stackwell make money?
One revenue line is on record: subscription/Membership Fees.
Who are Stackwell's main competitors?
Direct peers on record are Acorns, Stash, Goalsetter, Ellevest and Greenlight. Claro is listed as an emerging player. Broad incumbents are Betterment, Wealthfront, Robinhood and Schwab Intelligent Portfolios.
Does Stackwell have an API?
No public API is recorded for Stackwell.
What industry is Stackwell in?
Stackwell's product category is Digital Wealth Management. Its primary akta.pro industry code is FSAGAEAA, Direct-to-Consumer Robo-Advisors (Retail Automated Portfolios), with a secondary code of FSAAAAAD, Robo-Advisors & Digital Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.