# Wealth Stack

Wealth Stack is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** wealthstack.com
- **LinkedIn:** https://www.linkedin.com/company/wealthstack

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Enterprise Software
- FinTech

## People

- Adam Nash — Co-Founder & CEO
- Alejandro Lopez — Co-Founder

## 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.

## Related profiles

- [Wealth Science Advisors](https://altss.com/profile/wealth-science-advisors)
- [Wealth Strategies](https://altss.com/profile/wealth-strategies)

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Updated: 2026-06-03T20:00:00.000Z

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