Stackwell Overview

  • Year Founded
  • 2020

Year Founded

  • Status
  • Private

  • Employees
  • 6


  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $6.3M

  • Investors
  • 18

Stackwell General Information


Developer of a fintech investment application designed to close the racial wealth gap by offering a digital investment space for the Black community. The company directly attacks the trust gap driving underinvestment in the Black community by leveraging fundamental principles of behavioral psychology and efficient portfolio construction, driving Black Americans' increased participation rates, contribution amounts, investment frequency, and resulting asset growth, its digital investment platform provides automated portfolio construction and in-app educational content to reduce social and emotional barriers to participation in owning financial assets, and partners with higher education institutions, large financial services firms, community and professional organizations, corporate employee resources groups and professional sports teams, enabling the Black community to access financial investment tools and guidance necessary to build lasting wealth, equity and equal opportunity.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Application Software
Corporate Office
  • 100 Summer Street
  • Suite 1600
  • Boston, MA 02110
  • United States
+1 (888) 000-0000

Stackwell Timeline

Financing RoundCaptured Employee CountEstimated Employee Growth

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Stackwell Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Seed Round 03-Aug-2022 $6.3M 00.00 Completed Generating Revenue
1. Accelerator/Incubator 03-May-2022 00000 00000 Completed Generating Revenue
To view Stackwell’s complete valuation and funding history, request access »

Stackwell Comparisons

HQ Location
Total Raised
Post Valuation
Developer of a fintech investment application designed to close the racial wealth gap by offering a digital investment s
Financial Software
Boston, MA
6 As of 2024
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New York, NY
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Stackwell Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Webull Private Equity-Backed New York, NY 000 00000 0000000 0000 00000
You’re viewing 1 of 1 competitors. Get the full list »

Stackwell Executive Team (2)

Name Title Board Seat Contact Info
Trevor Rozier-Byrd Founder & Chief Executive Officer
Jonathan Lee Chief Compliance Officer
To view Stackwell’s complete executive team members history, request access »

Stackwell Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Stackwell Investors (18)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Corey Thomas Angel (individual) Minority 000 0000 000000 0
Damian Wilmot Angel (individual) Minority 000 0000 000000 0
Financial Health Network Not-For-Profit Venture Capital Minority 000 0000 000000 0
Jeremy Sclar Angel (individual) Minority 000 0000 000000 0
John Plansky Angel (individual) Minority 000 0000 000000 0
You’re viewing 5 of 18 investors. Get the full list »

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