Shorehaven Wealth Partners
188 East Bergen Place, Suite 202, Red Bank, NJ, 07701, United States
Overview
Shorehaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 0
Investment portfolio
- Stackwell
Participated · Seed · Aug 2022
Stackwell Capital is a Boston-based fintech that has built a digital investment platform aimed at eliminating the racial wealth gap for the Black community. Led by founder and CEO Trevor Rozier-Byrd, the company provides financial investment tools and guidance to promote accessibility, education, and support throughout the investment process. Stackwell plans to imminently release its initial product, a robo-investing app, this fall. The company closed a $3.5M seed funding round to accelerate its launch plan, reach product development and go-to-market milestones, and hire key personnel. Stackwell is a member of the 2022 Financial Solutions Lab and the MassChallenge U.S. Early Stage accelerator programs. The article does not disclose operating metrics or prior funding rounds and identifies the financing only as a seed round.
Team
No current team members are available.