Stackwell

$2.3MAssets under management
as of Mar 2026 · SEC Form ADV
Boston, MA
Visit websiteLinkedIn
No one on Advicer is connected to this yet.

Tech stack

No one at Stackwell has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Stackwell's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Apex Clearing
Per Form ADV · $338K held · filed Apr 2024