Originally an independent company, Stackup Risk was a provider of specialized software designed to help financial advice businesses manage risk, ensure compliance, and streamline advice modeling workflows. In 2021, the company was acquired by Creativemass, a technology firm focused on the wealth management industry. Stackup's technology has since been incorporated into Creativemass's flagship platform, WealthConnect, which is built on Salesforce and aims to provide a comprehensive, digitized operating system for financial advisers, dealer groups, and wealth management firms. The acquisition enhanced WealthConnect's capabilities in compliance, automated advice generation, and risk management.

Founded in

Canada