Wealth Stack provides a comprehensive, cloud-native technology platform designed to unify and streamline the operations of Registered Investment Advisors (RIAs) and wealth management firms. Its mission is to replace outdated, fragmented legacy systems with a single, integrated "operating system" that handles key functions such as digital client onboarding, portfolio management, CRM, billing, reporting, and compliance. The platform aims to enhance advisor efficiency, improve the client experience, and provide a scalable foundation for growth.

Founded in

United States