StackWealth Company Profile, Contacts & Intelligence

StackWealth Overview

At StackWealth, we work with women—especially those juggling careers, caregiving, and major life shifts—to bring structure, strategy, and peace of mind to their financial lives. 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

Headquarters

New, York, United States

Website

www.stackwealth.com

Industry

Financial Services

Founded

2013

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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