Our mission
Our mission is to help investors build resilient portfolios using low-cost, globally diversified funds and a rules-based process. We believe outcomes improve when investors understand risk, control costs, and stay consistent. That is why Wealthstack centers on education, sensible defaults, and transparency. We do not claim to time markets or predict the next hot asset. Instead, we provide a clear framework to set goals, choose exposures, and automate discipline. The result is a plan that reduces noise and gives you confidence to stay invested through cycles. Whether you are saving for retirement, a home, or future education costs, Wealthstack helps you translate principles into a living portfolio you can maintain with less effort.
Evidence first
We rely on peer-reviewed research and robust historical testing, not speculation. Every tool is designed to encourage prudent, diversified exposure.
Keep costs low
Expense ratios and trading frictions matter. We highlight fees and liquidity so you can capture more of market returns.
Automate discipline
Rebalancing prompts and drift alerts support long-term habits and reduce emotional decisions when markets move.
Clarity and control
See exposures, factor tilts, and historical context in plain language so you can make informed tradeoffs.
Diversify broadly
Global equities and high-quality bonds reduce concentration risk and help portfolios weather uncertainty.
Stay the course
We emphasize patience, risk alignment, and periodic review rather than chasing short-term performance.
Who we are
We are a team of researchers, product builders, and investor advocates. Our backgrounds span portfolio analytics, data engineering, and user experience design. We share a belief that everyday investors deserve institutional-grade tools without complexity. We partner with independent advisors and educators to validate assumptions, pressure-test methodology, and keep the product grounded in what actually helps people make sound decisions. We are independent, do not sell proprietary funds, and avoid conflicts of interest. Our priority is providing a platform that supports clear choices, measurable progress, and calm investing habits over decades.
Avery Shaw
Head of Research
Leads portfolio methodology, testing, and risk frameworks informed by academic literature.
Jordan Lee
Product Design
Designs intuitive workflows that make allocation and rebalancing easy to understand.
Riley Patel
Data Engineering
Builds data pipelines for market, factor, and fund analytics to power transparent insights.
What Wealthstack is and is not
Wealthstack provides educational content and software that helps you plan and maintain diversified portfolios. We do not offer personalized financial advice, execute trades, or act as a broker-dealer or investment advisor. Any examples or projections are for illustration only and are not guarantees of future results. Investing involves risk, including possible loss of principal. Consider your circumstances and, when appropriate, consult a qualified advisor.