The closest alternatives to Stack Wealth are Next Gate Tech, wealthpilot and Qplix. Stack Wealth generates $9.9M in revenue with 70 employees. Every one of the 20 similar companies below is compared with Stack Wealth on revenue, funding, customers, team size and founding year.
Stack Wealth is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  Stack WealthThis company |  Next Gate Tech |  wealthpilot |  Qplix |  Autopilot |  Practifi |  SigTech |  Advyzon |  Flanks |  FA Solutions |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $9.9M | $10M | $10.3M | $9.4M | $11M | $11M | $8.7M | $11.5M | $8.3M | $11.7M |
| Funding raised | Not disclosed | Not disclosed | $18M | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| Team size | 70 | 44 | 59 | 110 | 45 | 69 | 79 | 75 | 75 | 106 |
| Founded | 2021 | 2019 | 2017 | 2012 | 2020 | 2013 | 2019 | 2012 | 2019 | 1999 |
| HQ | Bengaluru, India | Luxembourg | Germany | Germany | United States | Australia | United Kingdom | United States | Spain | Finland |
Luxembourg · Investment Portfolio Management Software
Next Gate Tech is a Luxembourg based, data-driven FundTech that provides innovative Software-as-a-Service solutions for the asset management industry. Our mission is to enhance the Fund industry technology, thanks to…
Next Gate Tech revenue & fundingStack Wealth vs Next Gate Tech
Germany · Investment Portfolio Management Software
wealthpilot enables professional advisors to deliver a data-driven and truly personal wealth management.
Germany · Investment Portfolio Management Software
Qplix delivers next generation SaaS solutions for wealth management and family office.
United States · Investment Portfolio Management Software
Autopilot is a trading platform that enables users to automate their investment strategies by copying the portfolios of top investors, including politicians and fund managers.
Australia · Investment Portfolio Management Software
Provider of a business management platform intended to serve growing financial advice firms around the world. The company's platform focuses on wealth management which helps connect disparate data points to unlock new…
United Kingdom · Investment Portfolio Management Software
SigTech is a cutting-edge fintech platform blending AI and quantitative analysis for market professionals, including quants. We offer deep financial market data analysis, robust instrument valuation, and advanced…
United States · Investment Portfolio Management Software
Practice management solution for registered investment advisors, providing portfolio management, turnkey asset management solutions, CRM, billing and client communications
Spain · Investment Portfolio Management Software
Flanks is a wealth management solution provider reshaping the industry by making holistic wealth management simple and seamless. The company helps various global financial players, including banks, family offices, and…
Finland · Investment Portfolio Management Software
Empowering Investment Management with Innovation. We provide innovative Cloud Software and Exceptional Services that meet the unique needs of Investment Management firms, empowering them to make informed decisions…
Hong Kong · Investment Portfolio Management Software
Private Technologies is a company that provides B2B software solutions for wealth management and financial advisory firms. Their platform offers tools for portfolio analysis, risk assessment, and client communication…
Prive Technologies revenue & fundingStack Wealth vs Prive Technologies
United States · Investment Portfolio Management Software
Fundpath is a critical data and business intelligence service for the wealth and asset management industry, providing investment distribution insights.
United Kingdom · Investment Portfolio Management Software
Deliver data-driven investment decisions, faster, with greater transparency and at scale with our next-generation machine-learning technology. Accelex allows investors and servicers in alternative assets to quickly and…
United Kingdom · Investment Portfolio Management Software
Dealpad is a B2B software company founded in 2021 by Adam Baker, who serves as cofounder and CEO. The company specializes in mutual action plans and buyer engagement software for sales teams, and finished 2023 with $3.7…
Brazil · Investment Portfolio Management Software
BRITech Global is a business-to-business SaaS company focused on investment management software. Founded eight years before the March 2023 interview, the company has expanded from a single product serving one customer…
BRITech Global revenue & fundingStack Wealth vs BRITech Global
United States · Investment Portfolio Management Software
Bipsync is a leading provider of research and workflow management solutions purpose-built for investment management. We use modern technologies, agile processes, and user-centered design to drive speed, agility…
Canada · Investment Portfolio Management Software
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services. It provides an unparalleled end-to-end platform to run a modern advisory business…
United States · Investment Portfolio Management Software
An intelligent trading system for institutional investors, specializing in multi-asset order and execution management systems.
Adroit Trading Technologies revenue & fundingStack Wealth vs Adroit Trading Technologies
Switzerland · Investment Portfolio Management Software
Developer of a lifecycle management platform designed to provide a fast and cost-effective way of replacing investment funds. The company's platform streamlines and automates the Actively Managed Certificates value…
United Kingdom · Investment Portfolio Management Software
Developer of software for wealth and investment management industries. The company provides a browser-based corporate document management and workflow system software that provides large document storage, large folder…
Third Financial revenue & fundingStack Wealth vs Third Financial
United States · Investment Portfolio Management Software
Company that helps a variety of of firms in the wealth management industry with consolidated financial reporting and technology solutionsProfile
Stack Wealth ranks #34 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 32% of the market.
The closest alternatives to Stack Wealth are Next Gate Tech, wealthpilot and Qplix, all active in Investment Portfolio Management Software. This page compares each of them with Stack Wealth on revenue, funding, customers and team size.
Next Gate Tech is the closest alternative to Stack Wealth, generating $10M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 similar companies above before choosing.
Stack Wealth generates $9.9M in revenue.
No. Next Gate Tech generates $10M in revenue versus $9.9M at Stack Wealth.
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