Fundraising FoxStirlingshire Investments
New York, US · Founded 2020 · Delaware corporation
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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.
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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.
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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.
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David LundgrenCMS
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Mara LondonCCO
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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
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Ashur KalbBoard Member
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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 TechnologyRule 506(b)
▶$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
▶$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 $6.3M raised across 2 of its 4 known rounds.
- Where is Stirlingshire Investments headquartered?
- Stirlingshire Investments is headquartered in New York, US.