Wealth Stack
Early Stage
Your Path to Financial Freedom
Overview
Raised: $16,836
Total Commitments ($USD)
Platform
StartEngine
Start Date
03/14/2022
Close Date
06/13/2022
Min. Goal
$9,999
Max. Goal
$999,999
Min. Investment
$264
Security Type
Equity - Common
Series
Pre-Seed
SEC Filing Type
RegCF
Price Per Share
$1.32
Pre-Money Valuation
$11,998,800
Rolling Commitments ($USD)
Status
Not Funded
Reporting Date
06/29/2022
Days Remaining
Not Funded
% of Min. Goal
Not Funded
% of Max. Goal
Not Funded
Likelihood of Max
Not Funded
Avg. Daily Raise
$187
# of Investors
29
Momentum
Not Funded
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Year Founded
2020
Industry
Financial & Insurance Products & Services
Tech Sector
Fintech
Distribution Model
B2B
Margin
High
Capital Intensity
Low
Wealth Stack, with a valuation of $12 million, is raising funds on StartEngine. It is a financial software company creating scalable and digital solutions for SMBs and banks to grow and for Americans to access financial education. The company partners with small businesses and helps them with corporate retirement benefit plans, financial advisory services, and access to capital. Andrew Glaze founded Wealth Stack in December 2020. The current crowdfunding campaign has a minimum target of $9,999 and a maximum target of $999,999. The campaign proceeds will be used to add more business partners and grow.
Summary Profit and Loss Statement
| Most Recent Year | Prior Year | |
|---|---|---|
|
Revenue |
$241 |
$0 |
|
COGS |
$0 |
$0 |
|
Tax |
$0 |
$0 |
| ||
| ||
|
Net Income |
$-926,751 |
$-3,431 |
Summary Balance Sheet
| Most Recent Year | Prior Year | |
|---|---|---|
|
Cash |
$1,810 |
$6,569 |
|
Accounts Receivable |
$0 |
$0 |
|
Total Assets |
$3,724 |
$6,569 |
|
Short-Term Debt |
$81,408 |
$10,000 |
|
Long-Term Debt |
$667,497 |
$0 |
|
Total Liabilities |
$748,905 |
$10,000 |
Financials as of: 03/14/2022
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