Stakeholder Labs

What Stakeholder Labs does

Stakeholder Labs is a private fintech founded in 2022 and headquartered in West Hollywood (with a New York office), providing enterprise software and services that help public companies identify, verify, and engage retail shareholders. Its core product, Roundtable, integrates directly into client websites and apps to authenticate shareholders and run engagement campaigns. The company has expanded into a broader suite that includes the Shareholder Engagement Platform (drag-and-drop IR microsite builder, email tools, CRM integration), the Retail Investor Playbook (NOBO-based shareholder mapping, sentiment tracking, 90-day engagement roadmaps), Financial Communications Services (owned/paid/earned media execution), Executive New Media Programs (premium distribution via After Earnings with Morning Brew and Marketopolis with Benzinga), and a Shareholder Benefits Platform for investor loyalty. Its primary customer segment is small to mid-sized public companies seeking to activate retail investors, with Skybound Entertainment cited as a named private-company customer.

Stakeholder Labs generates revenue through a combination of platform subscriptions (annual billing), strategic consulting engagements (multi-year), and campaign execution/professional services. Pricing is quote-based and not publicly disclosed, but the go-to-market combines direct enterprise field sales with a self-serve platform component and event-driven activations (e.g., March Madness fan engagement markets). In February 2026 the company launched the College Basketball (CBB) Market, a consumer-facing fan engagement product built on a content partnership with Sleepers Media, signaling a strategic diversification beyond traditional IR software into sports-adjacent prediction-style markets.

The company is venture-backed, having raised a $4.2 million seed round in February 2023 led by Seven Seven Six with participation from a Reddit cofounder and other investors (Flourish Capital, Caffeinated Capital, Elefund, FinSight Ventures, Greycroft, Witz Ventures). Leadership includes CEO and co-founder Matt Joanou, co-founder Andres Focil, and Head of Marketing and Shareholder Experience Max Goldstein. Despite a small headcount (1–10), the company has secured earned media coverage across Business Insider, Morning Brew, NYSE TV, Forbes, Yahoo Finance, IR Magazine, and S&P Global.

Name

Stakeholder Labs

Legal name

Stakeholder Labs

Website

https://stakeholderlabs.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Stakeholder Labs is a private fintech (founded 2022) that builds enterprise software and services to help small to mid-sized public companies verify, engage, and retain retail shareholders across IR, communications, and benefits workflows.

Ownership category

akta.pro rank

Product category

Investor Relations Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (513210)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAFALAD

Proxy Voting & Shareholder Meeting Services

Financial & Insurance/Financial Exchanges & Market Infrastructure/Post-Trade Processing & Corporate Actions Services

Keywords

• Shareholder engagement software
• Retail investor relations
• Investor communications platform
• Shareholder verification tools
• Financial communications services

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription Services: Platform-based subscription model with multiple service tiers including shareholder engagement platform, financial communications services, and shareholder benefits platform. Companies pay for ongoing access to the software suite and campaign execution capabilities.
2. Professional Services & Campaign Execution: Full-service execution across owned, paid, and earned media including social media management, content creation, paid media campaigns, and multi-channel investor outreach. Strategic consulting engagements for 90-day engagement plans and shareholder analysis.
3. Executive Media Programs: Executive New Media Programs providing premium podcast placement and paid media distribution for CEOs and CFOs, with partnerships including After Earnings (Morning Brew) and Marketopolis (Benzinga).

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Stakeholder Labs builds enterprise software and delivers services that help public companies measure and increase retail investor engagement. Its core offerings combine a shareholder verification platform (Roundtable) that integrates into company websites and apps, an IR microsite builder, NOBO-based shareholder mapping and sentiment analysis, multi-channel financial communications execution, executive media programs, and a shareholder benefits/authentication platform.

Product overview

Stakeholder Labs offers a full suite of strategy, software, and media services for the digital investor era. The portfolio includes Roundtable (a core product for shareholder verification and engagement), the Shareholder Engagement Platform (for building IR microsites, email campaigns, and social distribution), the Retail Investor Playbook (shareholder analysis and 90-day engagement planning), Financial Communications Services (multi-channel media execution), Executive New Media Programs (podcasts and paid media distribution), the Shareholder Benefits Platform (investor authentication and rewards), and the College Basketball Market (fan engagement trading markets). The company serves both public companies (small to mid-sized) and private companies.

Differentiator

Problem solved

Functional benefit

Brands

• Roundtable: A product that integrates into websites or apps to identify shareholders and supports companies in running engagement campaigns.

Products and services

• Roundtable Shareholder verification and engagement tool that integrates into a company's website or app to identify shareholders and measures customer-investor engagement; supports companies in running engagement campaigns. Targeted at public and private companies seeking to activate retail investors.
• Retail Investor Playbook Advisory and analytical service that performs NOBO analysis on a company's shareholders, tracks sentiment, and delivers a 90-day engagement plan including shareholder mapping, sentiment analysis, and a strategic roadmap. Targeted at small and mid-sized public companies.
• Shareholder Engagement Platform Software platform for building IR websites (microsites), running email campaigns, and managing social distribution from one place; includes a drag-and-drop website builder, email tools, and CRM integration. Targeted at public companies running retail investor campaigns.
• Financial Communications Services Full-service execution across owned, paid, and earned media including social media management, content creation, paid media campaigns, email campaigns, and tracking. Targeted at public companies that need outsourced multi-channel investor communications.
• Executive New Media Programs Premium media distribution outreach for executives including podcasts through the After Earnings partnership with Morning Brew and paid media through the Marketopolis partnership with Benzinga. Targeted at CEOs and CFOs of public companies seeking investor-facing visibility.
• Shareholder Benefits Platform Investor loyalty platform that authenticates, rewards, and retains loyal investors with exclusive benefits; includes verification tools, benefits management, and engagement tracking. Targeted at public companies seeking to drive long-term retail shareholder retention.
• College Basketball (CBB) Market Fan engagement platform featuring continuous, team-based markets tied to college basketball programs that dynamically reflect rankings, wins, losses, and season momentum across the full season. Targeted at college basketball fans seeking investment-style engagement around March Madness and the broader season.

Quantifiable outcome

• Build IR websites (microsites) in weeks not months using drag-and-drop builder
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Three partnerships are on record, tiered core and flagship.

• Sleepers MediacoreStrategic or Co-development Partner · 17 February 2026Stakeholder entered into a content provider agreement with Sleepers Media for integration of college basketball coverage and analysis into the fan engagement platform. This partnership enables the CBB Market launch ahead of March Madness with continuous team-based markets.
• Morning Brew (After Earnings)flagshipGTM or Marketing PartnerPremium podcast partnership for executive media programs. Stakeholder Labs provides CEO and CFO outreach through the After Earnings podcast, a Morning Brew partnership, for premium distribution to investors.
• Benzinga (Marketopolis)flagshipGTM or Marketing PartnerPremium media partnership through Marketopolis, a Benzinga partnership, for executive visibility programs. CEOs and CFOs gain exposure through paid media distribution to investor audiences.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Say Technologies: Say Technologies (acquired by Robinhood) pioneered retail shareholder engagement and proxy voting through consumer-facing apps, directly comparable to Stakeholder Labs' Roundtable verification and benefits-driven shareholder engagement model.
• Notified: Notified (combining GlobeNewswire, PR Newswire IR, and Intrado) provides IR communications, press release distribution, and earnings workflow tools for public companies, overlapping with Stakeholder Labs' Financial Communications Services and Executive New Media Programs.
• Institutional Shareholder Services (ISS): ISS is a leading proxy advisory and corporate governance solutions firm, directly relevant to Stakeholder Labs' shareholder mapping, sentiment analysis, and Retail Investor Playbook offerings targeting public companies.
• Q4 Inc. Q4 is a leading IR SaaS platform serving public companies with investor relations websites, analytics, and communications tools — the most direct head-to-head competitor to Stakeholder Labs' Shareholder Engagement Platform and IR microsite builder.

Broad incumbents

• Broadridge Financial Solutions: Broadridge is the dominant infrastructure provider for proxy voting, shareholder communications, and corporate governance workflows — a broad incumbent whose retail-investor engagement capabilities compete with Stakeholder Labs' core thesis at scale.
• Computershare: Computershare is a global transfer agent and shareholder services provider, offering registration, meeting services, and investor engagement — comparable incumbent whose enterprise relationships and scale dwarf Stakeholder Labs' mid-market focus.
• Equiniti: Equiniti is a major transfer agent and shareholder services platform (and parent of Notified), offering registration, proxy, and investor communication services that intersect directly with Stakeholder Labs' shareholder verification and engagement stack.
• Donnelley Financial Solutions (DFIN): DFIN provides financial communications, SEC filing, and capital markets workflow solutions to public companies and advisors — an incumbent overlapping with Stakeholder Labs' Financial Communications Services and multi-channel campaign execution.

Emerging players

• Stocktwits: Stocktwits is a retail-investor social community and sentiment platform — an emerging player in retail investor engagement and sentiment analysis that overlaps with Stakeholder Labs' NOBO/sentiment capabilities and retail-shareholder persona.
• AlphaSense: AlphaSense is a market intelligence and search platform widely used by IR teams and corporates for research, comparable as an emerging SaaS provider in adjacent IR workflows where Stakeholder Labs' Retail Investor Playbook competes for budget.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks2 records

Key highlights7 records

Customer concentration

• Xx.com/stakeholderlabs
• LinkedInlinkedin.com/company/stakeholderlabs

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds3 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stakeholder Labs