Stackwell is an innovative fintech platform dedicated to increasing financial wellness and asset ownership among multicultural emerging wealth builders. Stackwell’s platform provides automated portfolio construction to simplify investing, financial wellness education to increase investor confidence, and science-based engagement tools to drive behavioral change and financial goals realization. By addressing cultural, social, and emotional barriers to financial inclusion, Stackwell is helping our communities build wealth and thrive.
| Website | https://stackwellcapital.com |
| Revenue | $6.1 million |
| Employees | 29 (7 on RocketReach) |
| Founded | 2020 |
| Industry | Financial Services |
| Keywords | Fintech, Investing, Wealth Management, Mobile Investing App, Building Wealth, Financial Technology, Economic Empowerment, Investment App, Generational Wealth, Financial Inclusion, Early Stage Investing, Impact Investing, Community Investing, Responsible Investing, Financial Literacy, Wealth Building |
| Competitors | E*TRADE Bank c/o E*TRADE Financial, LLC, Betterment, Fidelity Investments, Ally, Robinhood, Merrill Edge, Acorns, Stash, Wealthfront, Schwab Advisor Services +42 more (view full list) |
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The Stackwell annual revenue was $6.1 million in 2026.
Trevor Rozier-Byrd is the Founder and CEO of Stackwell.
7 people are employed at Stackwell.
Stackwell is based in Boston, Massachusetts.