Company profile
StackWealth
Helping professional women build organized, intentional financial lives. www.stackwealth.com
- Industry
- Financial Services
- Employees
- 1
- Headquarters
- New York
- Founded
- 2013
- Office locations
- 1
StackWealth company summary
StackWealth is a company in the Financial Services industry, headquartered in New York, founded in 2013. On LinkedIn the company has around 1 employees.
What technology does StackWealth use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About StackWealth
At StackWealth, we work primarily with senior professional women - especially those going through major life shifts - to bring structure, strategy, and peace of mind to their financial lives. The name StackWealth reflects our philosophy that lasting wealth is built layer by layer through thoughtful decisions around cash flow, investing, taxes, and long-term planning. We’re a Fee - Only, fiduciary Registered Investment Advisor (RIA), which means we don’t sell products or earn commissions. Our only priority is you. 🔹 What We Offer - Comprehensive financial planning - Personalized investment management - Flexible service options: one-time projects, subscriptions, or AUM-based - Portfolio strategies built around your goals, risk tolerance, and capacity 🔹 Who We Serve Women in the sandwich generation, often in finance or business roles at tech and fintech companies, who are navigating both their own future and the growing responsibilities of caring for loved ones. 🔹 Why StackWealth You deserve a financial partner who gets the nuances of your life—and builds a plan around it. We’re here to help you gain clarity, feel confident, and stay on course through all of life’s financial turns. 📅 Ready to talk? Let’s connect for a free “Get Acquainted” call: https://calendly.com/vered-stackwealth/15min
Where is StackWealth located?
StackWealth lists 1 location.
Compare companies similar to StackWealth
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
StackWealth stackwealth.com | Financial Services | 1 | 2013 | New York |
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Frequently asked questions about StackWealth
What does StackWealth do?
At StackWealth, we work primarily with senior professional women - especially those going through major life shifts - to bring structure, strategy, and peace of mind to their financial lives. The name StackWealth reflects our philosophy that lasting wealth is built layer by layer through thoughtful decisions around cash flow, investing, taxes, and long-term planning. We’re a Fee - Only, fiduciary Registered Investment Advisor (RIA), which means we don’t sell products or earn commissions. Our only priority is you. 🔹 What We Offer - Comprehensive financial planning - Personalized investment management - Flexible service options: one-time projects, subscriptions, or AUM-based - Portfolio strategies built around your goals, risk tolerance, and capacity 🔹 Who We Serve Women in the sandwich generation, often in finance or business roles at tech and fintech companies, who are navigating both their own future and the growing responsibilities of caring for loved ones. 🔹 Why StackWealth You deserve a financial partner who gets the nuances of your life—and builds a plan around it. We’re here to help you gain clarity, feel confident, and stay on course through all of life’s financial turns. 📅 Ready to talk? Let’s connect for a free “Get Acquainted” call: https://calendly.com/vered-stackwealth/15min
How many employees does StackWealth have?
StackWealth has around 1 employees on LinkedIn.
Where is StackWealth headquartered?
StackWealth is headquartered in New York.
When was StackWealth founded?
StackWealth was founded in 2013.
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