ShoreHaven Wealth Partners
Shorehaven Wealth Partners is an independent wealth management firm located in Red Bank, New Jersey. Established in 2020, the firm provides a range of advisory services, including financial planning, consulting, and investment management. Shorehaven focuses on a select group of affluent multigenerational families and high-net-worth individuals, with many clients being family-owned businesses. The firm’s assets are managed by its executive management team, ensuring a personalized approach to wealth management tailored to the unique needs of its clientele.
1 past transactions
Stackwell
Seed Round in 2022
Stackwell Capital is a fintech firm focused on addressing the racial wealth gap in America by providing a digital investment platform tailored for the Black community. The company aims to enhance financial literacy and investment participation among Black Americans through its innovative platform, which incorporates principles of behavioral psychology to encourage increased investment activity. Stackwell's offerings include automated portfolio construction and in-app educational resources designed to overcome social and emotional barriers to investing. By fostering a supportive environment for financial growth, Stackwell seeks to build long-term wealth and promote equity and opportunity within the community. The firm is also involved in prominent accelerator programs, further underscoring its commitment to developing effective financial solutions.
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