Updated:
Wealth Stack
We are investment bankers supporting veteran CEOs. We help veteran-owned businesses gain access to the capital they want and improve their financial...
Wealth Stack
We are investment bankers supporting veteran CEOs. We help veteran-owned businesses gain access to the capital they want and improve their financial performance, using our deep Wall St network and significant financial expertise.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Adam Nash
Co-Founder & CEO
Alejandro Lopez
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Wealth Stack?
Wealth Stack does not make investment decisions. It is a software company that provides portfolio accounting and trading tools to independent RIAs. Those RIAs retain full discretionary authority over client assets. There is no internal investment committee or asset-allocation function at Wealth Stack.
Is Wealth Stack an asset manager or a technology provider?
Wealth Stack is a technology provider. It sells a software-as-a-service platform that replaces the accounting, reconciliation, and rebalancing tools that RIA firms use to manage client portfolios. The firm does not manage money, sponsor funds, or hold custody of client assets.
Which custodians does Wealth Stack integrate with?
Per the firm's public materials, Wealth Stack integrates with Schwab, Fidelity, and Pershing — the three largest RIA custodians in the United States. The platform ingests custodial data feeds to maintain a real-time general ledger for each client account, eliminating the batch-file imports that older platforms require.
How is Wealth Stack different from Orion or Tamarac?
Wealth Stack was built on a cloud-native, real-time architecture rather than retrofitting a modern interface onto legacy batch-processing cores. This means account balances, trade settlements, and fee calculations update continuously — not at end-of-day — which matters for RIAs executing intraday portfolio changes.
Does Wealth Stack operate outside the United States?
No. All disclosed custodial integrations are with US-based institutions, and there is no public indication of international platform availability. The product is designed around the regulatory and operational framework of US-registered investment advisors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: