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.
Stackwell
Seed Round in 2022
Stackwell Capital is a fintech firm focused on providing a digital investment platform specifically for the Black community, aiming to address and reduce the racial wealth gap in America. By offering essential financial tools and guidance, Stackwell seeks to promote long-term wealth creation, equity, and equal opportunities. The platform incorporates principles of behavioral psychology and efficient portfolio construction to enhance participation and investment among Black Americans, addressing trust issues that have historically led to underinvestment. Additionally, it features automated portfolio construction and educational resources within the app to help overcome social and emotional barriers to financial asset ownership. Stackwell is also involved in accelerator programs aimed at fostering innovation in financial solutions.
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