Stack Wealth
Founded 2021 · 68 employees on LinkedIn · 3 known investors
Stack Wealth is a SEBI-registered investment advisory platform that builds and manages customized stock portfolios based on individual goals, liquidity needs, and risk profiles, with offerings like Flagship, Opportunities, and Momentum portfolios. It also provides Arth AI, an AI assistant offering personal finance insights and portfolio strategy support, and integrates with major brokers in India.</parameter> <parameter name="founders">[]
Also known as Stackwealth
Investors · 3
Company profile
researched Aug 2026Business model
Advisory-led model: Stack Wealth provides investment recommendations, portfolio analysis and financial guidance while investors hold assets in their own broker or demat accounts. Pricing is organised into subscription plans and charges published on the company's pricing page.
Subscription plans and associated charges for advisory and portfolio services, per the pricing page referenced on the site.
▸Full profile — market position, technology, go-to-market, geography
Market position
Operates in the Indian retail investment advisory and wealth management segment, offering curated stock portfolios and multi-asset advisory to individual investors.
Positions itself on a personalised portfolio score that surfaces risks, overlaps and diversification gaps, followed by customised portfolio recommendations, SEBI-registered advisor backing and financial planning aligned to individual goals and risk appetite.
Technology
Platform combines advisory workflows with software: portfolio aggregation and scoring across stocks, mutual funds, bank accounts and insurance; Arth AI, an AI assistant providing portfolio insights, 24/7 personal finance answers and personalised alerts; and a suite of financial calculators.
Go-to-market
Direct-to-consumer via its website and mobile app, expert consultation calls ("speak to an expert"), free financial calculators and tools as acquisition content, and integration with India's largest brokers for execution.
Indian retail investors seeking goal-based, risk-profiled portfolios, plus existing self-directed investors looking for a review of portfolios held elsewhere.
Geography
India-focused, with support across India's largest brokers; product coverage includes US equities alongside Indian instruments.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
▸Research sources · 1
primary sources listed
- Stack Wealthstackwealth.in · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Stack Wealth do?
- Stack Wealth is a SEBI-registered investment advisory platform that builds and manages customized stock portfolios based on individual goals, liquidity needs, and risk profiles, with offerings like Flagship, Opportunities, and Momentum portfolios. It also provides Arth AI, an AI assistant offering personal finance insights and portfolio strategy support, and integrates with major brokers in India.</parameter> <parameter name="founders">[]
- Who are Stack Wealth's investors?
- Stack Wealth's investors include Cleo Capital, Olive Tree Capital, SucSEED Indovation.