Stack Wealth
Stack Wealth, formerly known as Stack Finance, is a fintech company based in Bengaluru, India, specializing in wealth management and investment education through its app and various online resources.
Company Overview
Stack Wealth, formerly known as Stack Finance, is a fintech company based in Bengaluru, KA, India. With a team of 15 dedicated professionals, Stack Wealth operates within the fintech industry, offering innovative solutions in the realm of financial technology. The company is part of the Y-Combinator S21 batch and serves regions including India, South Asia, and remote areas, both partly and fully.
Services
Stack Wealth provides a comprehensive suite of services designed to enhance financial management and investment strategies. These services include a masterclass series with bite-sized videos to educate users on investment strategies, various financial calculators for planning finances, and a quiz to help users understand their investment personality. The company also offers a wealth management app that features a 'round up' savings rule and a 'set & forget' option for automated savings.
Products
Key products offered by Stack Wealth include the Stack Card, which allows users to earn stock rewards as they spend, and a wealth management app designed for saving towards life goals through globally diversified ETF portfolios. The company also provides a variety of financial calculators such as SIP, SWP, Retirement EMI, EMI, Present Value, PPF, CAGR, FD, RD, and Recurring Deposit Calculator.
Investment Strategies
Stack Wealth utilizes advanced investment strategies to help users achieve their financial goals. The 'Flagship' strategy offers personalized portfolios based on risk level and goals, while the 'Flash' strategy provides non-market linked P2P investment with returns of up to 11% p.a. The company employs AI and human guidance to optimize market performance and adopts wealth-building strategies used by the ultra-wealthy.
Investor Support
Stack Wealth is committed to supporting its investors through various resources. The company manages over ₹1,000+ Cr worth of investments and serves over 1+ Lac investors under management. Additionally, Stack Wealth addresses frequently asked questions in a dedicated FAQ section on their website and publishes a blog with financial insights and investment tips to further educate and assist its users.