We bring a fresh approach
to managing your portfolio

Your financial future is too important to leave to questionable performance. The best way to know how you're really doing is to measure performance against other investors like you. Here’s what’s different about our approach.

Always monitoring

StackUp constantly monitors and provides insights and alerts into your investments while most other investment checkup tools are run on-demand and don't keep you out of trouble over the long run.


StackUp is objective. We're not an online advisor which means we're not looking to get you to invest with us. Most other investment checkup tools show you bad information just to win your business.

View by advisor

StackUp breaks everything down by advisor and account. No other investment checkup tools aggregates by advisor so its hard to know how well specific advisors are doing.

The best benchmarks

StackUp compares your advisor ratings, returns, risk, allocation, and fees to investors that share your same risk tolerance. Unlike most advisors, we don't use a single market benchmark which is rarely appropriate for investors. We also don't use confusing blended benchmarks.

100% data-driven

StackUp's analysis is objective and data driven so you know where you stand and how you stack up.

See how you stack up.

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