Fundraising Fox
/Companies
Sign in

Stirlingshire Investments

New York, US · Founded 2020 · Delaware corporation

Find your way into Stirlingshire Investments

Sign up to see every warm intro you have to Stirlingshire Investments

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the Stirlingshire Investments team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

Sign up with GoogleAlready have an account? Log in

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.

AI & Machine LearningFintechSaaS

Founders & leadership

Stirlingshire Investments was founded in 2020 by Steven Woods.

SWSteven Woods
Steven WoodsFounder/CEOSteven Woods is founder and CEO of Stirlingshire Investments, a wealth management platform for high-net-worth investors and financial advisors. He brings over a decade of experience in financial services, holds FINRA Series 24, 7, and 63 certifications, and studied at Harvard and Oxford.
NCNicole Cox
Nicole CoxCMONicole Cox is Chief Marketing Officer at Stirlingshire Investments, a wealth management platform serving high-net-worth investors and financial advisors. She brings over 25 years of experience in strategic communications, marketing, and operations across multiple industries.
DLDavid Lundgren
David LundgrenCMS
MLMara London
Mara LondonCCO
CGConstantine Gavalas
Constantine GavalasCTOConstantine Gavalas spent over 20 years in technology leadership roles at major financial institutions, including Global Head of Technology at State Street managing a $1 billion budget and 1,400 staff, and Director of Technology Operations at the London Stock Exchange Group where he oversaw systems processing 300 million daily transactions. He is now CTO of Stirlingshire Investments.

Board

AK
Ashur KalbBoard Member
SF
Scott FriedmanBoard Member

Reported raises · per SEC filings

Form D private placements

$6.3M disclosed across 2 of 4 rounds · 2020–2024

▶$6.1MraisedSep 2026 · 56 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Steven WoodsExecutive Officer, Director
  • Constantine GavalasExecutive Officer
  • Mara LondonExecutive Officer
  • Nicole CoxExecutive Officer
  • David LundgrenExecutive Officer
  • Scott FriedmanDirector
  • Ashur KalbDirector
Offering amount
$20M
Amount sold
$6.1M
First sale
Oct 2024
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶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
Full filing on SEC EDGAR ↗
▶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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Related companies · 1

WarmerWarmer is a consumer directory and matching service that lets individuals search, compare, and connect with SEC- or state-registered fiduciary financial advisors based on fees, specialties, disciplinary history, and client feedback. It is free for users and compensated by advisors, operating in the US financial advisory market.

Companies working in the same space as Stirlingshire Investments.

In the news

/C O R R E C T I O N -- Stirlingshire/finance.yahoo.com · Jan 2026Stirlingshire Investments Partners with Finalis: Expanding Opportunities for Financial Professionals Through Innovative Partnershipfinance.yahoo.com · Nov 2025

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 $6.3M raised across 2 of its 4 known rounds.
Where is Stirlingshire Investments headquartered?
Stirlingshire Investments is headquartered in New York, US.