Company Intelligence Profile

Stackfin Technology Private Limited

Stackfin Technology Pvt Ltd operates the "Stack Wealth" brand, a SEBI-registered (Investment Adviser reg.

CIN: U72900KA2021PTC148977ActiveRoC Bangalore/Bengaluru

Last updated 21 August 2026

AI OverviewGenerated from public records

Stackfin Technology Private Limited operates the Stack Wealth brand, a SEBI-registered digital wealth-management platform incorporated in July 2021. It offers personalised stock and mutual-fund recommendations, SIP and lump-sum investing, portfolio rebalancing, tax-saving funds and retirement-planning tools on a fixed-fee, commission-free model. Backed by investors including Y Combinator, Goodwater Capital and Kunal Shah, the debt-free company is active with no registered charges.

AI-generated summary from public filings and may contain errors. Verify against the detailed sections below.

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Company Identity

Registered nameStackfin Technology Private Limited
CINU72900KA2021PTC148977
PANABGCS3337N
StatusActive
ListingNot listed (unlisted private limited company)
Incorporated01 July 2021
ROCRoC Bangalore/Bengaluru
Sector (NIC)Computer programming, consultancy and related activities - "Design and Development of software, mobile applications, desktop applications and IT consulting services" (NIC 72900)
Registered address12084-T12, Prestige Ferns Residency, Harlur Main Road, Eastwood Township, Bengaluru, Karnataka, India - 560103
Authorized capital₹20,00,000 (₹20 Lakh)
Paid-up capital₹11,480

Business Overview

  • Stackfin Technology Pvt Ltd operates the "Stack Wealth" brand, a SEBI-registered (Investment Adviser reg. no. INA000021313) digital wealth management platform for India's emerging affluent investors
  • It offers personalized stock and mutual fund recommendations, SIP/lump-sum investing, portfolio rebalancing, tax-saving (ELSS) funds, fixed-income products, retirement planning tools, and a portfolio-planning tool called "VAULT," positioned as a fixed-fee, commission-free advisory alternative to traditional wealth managers
  • Corporate office listed at Satellite Gazebo, 167 Guru Hargovindji Marg, Chakala, Andheri (E), Mumbai 400099

Directors

Confirmed (2 directors, agreeing across sources):

NameDINRoleAppointed
Tushar Vyas07558283-15 Nov 2021
Smriti Tomar08440338-15 Nov 2021

Financials

FY2024 - partial/conflicting across sources:

  • Operating revenue: ₹90.98 Lakh
  • Net profit margin: 145.54% per Tofler (unusually high, likely reflects one-off/non-operating income or small revenue base skewing the ratio) - single source, treat as partial/flag for verification.
  • EBITDA and PAT absolute values: not obtained.
  • Net worth: decreased -16.24% YoY - single source, partial.
  • Total assets: decreased -15.16% YoY - single source, partial.
  • Borrowings/Debt-to-Equity: 0.0 - consistent with "no charges/secured borrowings registered" - confirmed.
  • Last financial filing: 31 March 2025; Last AGM: 30 September 2024.
  • Consolidated financials: not applicable/not obtained (no subsidiaries reported).

Funding

  • Partial - equity investors named on official site: Y Combinator (accelerator), Harvard Management Company, Goodwater Capital, and angel investors Kunal Shah (CRED founder) and Tanuj Shori (Square Yards founder)
  • Specific round names, dates, and amounts: not obtained
  • Company is described elsewhere as a "subsidiary of Stack Finance Inc.", suggesting the Indian entity may be funded via/through a US parent structure - not independently confirmed

Shareholding

  • Partial
  • TheCompanyCheck states the company is a "subsidiary of Stack Finance Inc." (likely a US-incorporated parent, consistent with YC-backing pattern), but shareholding pattern/percentage breakup was behind premium access and not obtained
  • No independent second source confirmed the parent-subsidiary structure - treat as single-source/partial

Charges & Borrowings

No registered charges on assets; no secured borrowings.

Competitors

INDmoney
large, well-funded, broad wealthtech
Scripbox
mid-large, established robo-advisory
Kuvera
mid, mutual-fund-focused platform
Dezerv
mid, HNI-focused wealth platform, YC/VC backed
Fisdom
mid-large, wealth & broking
Smallcase
mid-large, thematic portfolio platform, though more infra/enabler than direct advisor

Frequently Asked Questions

What does Stackfin Technology Private Limited do?
Stackfin Technology Pvt Ltd operates the "Stack Wealth" brand, a SEBI-registered (Investment Adviser reg.
What is the CIN of Stackfin Technology Private Limited?
The Corporate Identification Number (CIN) of Stackfin Technology Private Limited is U72900KA2021PTC148977.
Where is Stackfin Technology Private Limited registered?
Stackfin Technology Private Limited is registered with RoC Bangalore/Bengaluru (confirmed - TheCompanyCheck). Registered address: 12084-T12, Prestige Ferns Residency, Harlur Main Road, Eastwood Township, Bengaluru, Karnataka, India - 560103 (confirmed - Tofler, TheCompanyCheck agree)
When was Stackfin Technology Private Limited incorporated?
Stackfin Technology Private Limited was incorporated on 01 July 2021 (confirmed - Tofler, TheCompanyCheck).

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Disclaimer: Company information shown on this page is compiled from public records and third-party sources. It may be incomplete, outdated, or contain inaccuracies, and is provided for general informational purposes only. Please verify details independently before relying on them.