Stirlingshire Investments
New York, US · Founded 2020 · Delaware corporation
Stirlingshire offers a wealth management platform combining portfolio analytics, automated rebalancing, direct indexing, tax optimization, institutional trade execution, CRM, telephony, and compliance supervision, with an AI assistant. It serves high-net-worth investors and the financial advisors who manage their accounts.
Founders & leadership
Stirlingshire Investments was founded in 2020 by Steven Woods.
SW
Steven WoodsinFounder/CEO
NC
Nicole CoxinCMO
DL
David LundgrenCMS
ML
Mara LondonCCO
CG
Constantine GavalasinCTO
Board
AK
Ashur KalbBoard Member
SF
Scott FriedmanBoard Member
Reported raises · per SEC filings
Form D private placements$1.9M disclosed across 2 of 4 rounds · 2020–2024
▶$1.8MraisedSep 2025 · 25 investors · Other TechnologyRule 506(b)
▶$1.8MraisedSep 2025 · 25 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Ashur KalbExecutive Officer
- Scott FriedmanExecutive Officer
- Nicole CoxExecutive Officer
- David LundgrenExecutive Officer
- Steven WoodsDirector, Executive Officer
- Mara LondonExecutive Officer
- Constantine GavalasExecutive Officer
- Offering amount
- $20M
- Amount sold
- $1.8M
- First sale
- Oct 2024
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$120KraisedFeb 2023 · 4 investors · Other TechnologyRule 506(b)
▶$120KraisedFeb 2023 · 4 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Constantine GavalasExecutive Officer
- Steven WoodsExecutive Officer, Director
- Harvey PittDirector
- Amount sold
- $120K
- First sale
- Jan 2023
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶Undisclosed amountofferedDec 2021 · Other TechnologyRule 506(b)
▶Undisclosed amountofferedDec 2021 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Steven Mackie WoodsExecutive Officer, Director
- Placement agents
- Stirlingshire Investments, Inc.
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶Undisclosed amountofferedOct 2020 · Other TechnologyRule 506(b)
▶Undisclosed amountofferedOct 2020 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Steven Mackie WoodsExecutive Officer, Director
- Placement agents
- Stirlingshire Investments, Inc.
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- What does Stirlingshire Investments do?
- Stirlingshire offers a wealth management platform combining portfolio analytics, automated rebalancing, direct indexing, tax optimization, institutional trade execution, CRM, telephony, and compliance supervision, with an AI assistant. It serves high-net-worth investors and the financial advisors who manage their accounts.
- Who founded Stirlingshire Investments?
- Stirlingshire Investments was founded by Steven Woods in 2020.
- How much funding has Stirlingshire Investments raised?
- Stirlingshire Investments has disclosed $1.9M raised across 2 of its 4 known rounds.
- Where is Stirlingshire Investments headquartered?
- Stirlingshire Investments is headquartered in New York, US.