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Stackwell develops a mobile investment application designed to empower individuals with personalized tools, financial education, and community support. The platform simplifies access to the stock market, enabling users to build wealth confidently. Its approach centers on an intuitive user experience, making investing more accessible for those new to financial markets or seeking a guided investment journey.
Trevor Rozier-Byrd founded Stackwell in 2020, drawing on his background as a corporate lawyer and experience in finance and asset management. His insight stemmed from observing significant disparities in investment participation and wealth accumulation, particularly within underserved communities. Rozier-Byrd recognized the need for a tailored solution to bridge this gap and promote greater financial equity.
The company primarily serves multicultural emerging investors, with a specific focus on the Black community, by providing resources to enhance financial literacy and asset ownership. Stackwell’s long-term vision is to significantly contribute to closing the racial wealth gap, fostering increased financial wellness, and empowering a broader demographic to participate in and benefit from capital markets.
Stackwell has raised $3.5M across 2 funding rounds.
Stackwell has raised $3.5M in total across 2 funding rounds.
Stackwell has raised $3.5M in total across 2 funding rounds.
Stackwell's investors include Jeremy Sclar, Michael Gordon, Corey Thomas, Damian Wilmot, John Plansky, Louis Maiuri, Michael Fricklas, Sam Kennedy, Terence Rozier-Byrd, Theo Epstein, William "Mo" Cowan, Elizabeth McCluskey.
Stackwell has raised $3.5M across 2 funding rounds. Most recently, it raised $3.5M Seed in August 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Aug 3, 2022 | $3.5M Seed | Jeremy Sclar, Michael Gordon | Corey Thomas, Damian Wilmot, John Plansky, Louis Maiuri, Michael Fricklas, SAM Kennedy, Terence Rozier Byrd, Theo Epstein, William "mo" Cowan, Elizabeth Mccluskey, Shea Ventures, Shorehaven Wealth Partners, SSC Venture Partners | Announced |
| Jan 1, 2021 | $20K Seed | — | Erez Capital | Announced |
Stackwell is a fintech startup offering a mobile app that combines automated investing, personalized financial education, and community support to empower emerging wealth builders, particularly young investors and underrepresented groups like Black small business owners.[1][2][3][4] It serves individuals starting small—such as post-military service members, recent graduates, and entrepreneurs—by solving barriers to investing like lack of knowledge, confidence, and access to tailored tools, enabling them to compound wealth early through curated portfolios, learning playlists, and real-world guidance.[1][3][4] The platform has gained traction via partnerships, such as the 2024 Small Business Investing Program with the Michigan Black Business Alliance, where participants boosted investing knowledge and pursued long-term goals, signaling strong growth momentum in democratizing wealth-building.[4]
Stackwell was founded by Trevor Rozier-Byrd, motivated by his personal struggles building wealth early in life and observing wealth disparities in his community.[2] The idea emerged from Rozier-Byrd's recognition that traditional wealth management fails young, diverse investors, prompting a mobile-first solution informed by lived experiences and backed by research.[2][3][4] Early traction includes user testimonials of financial turnarounds—like a military veteran organizing finances post-service and recent grads exceeding money goals—and programs like the 2024 SBIP, which provided funded accounts and education to Black small business owners, leading to mindset shifts and increased engagement.[3][4]
Stackwell rides the fintech wave of accessible, mobile-first wealth management, capitalizing on younger generations' demand for user-friendly platforms amid traditional firms' struggles to serve diverse demographics.[2] Timing aligns with rising investor appetite for solutions democratizing investing for underrepresented groups, amplified by post-2024 innovations like SBIP showing scalable impact on financial wellness.[2][4] Market forces favoring it include growth in digital advisory, data-driven personalization, and community-focused fintech, positioning Stackwell to influence ecosystems by modeling tools that boost engagement for underserved small businesses and communities.[2][4]
Stackwell's blend of education, automation, and community positions it for expansion into more targeted programs and partnerships, potentially scaling to broader demographics while deepening impact on wealth gaps.[4] Trends like AI-enhanced personalization and inclusive fintech will shape its path, evolving its influence from niche empowerment to mainstream wealth-building standard. As it grows, Stackwell could redefine investing as accessible for all, turning "not for people like me" into a relic of the past.[3]
