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FREE FINANCIAL ASSESSMENT
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Our CEO & Founder Andrew Glaze is a senior business executive with over twenty years of capital markets experience. Andrew has sourced, analyzed, structured, and executed over $1 billion of public and private investments throughout his career.
Now, he uses his unique insight and experience to help business owners optimize their financial structures in order to…
We strive to be of service to a range of Veteran led businesses, such as businesses with $3M to $100M in revenue. We help smaller businesses acquire loans starting at $100k from community banks & digital platforms (like Clearco) and larger businesses acquire $50 million loans from investment banks and private equity backed lenders.
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Businesses with $3M to $100M of revenue
Loans starting at $100k from community banks & digital platforms (like Clearco)
$50 million loans from investment banks and private equity backed lenders
Prior to founding Wealth Stack, Andrew worked at Standard General and Claar Advisors, as well as serving as the CEO and Chief Investment Officer of Emys Capital.
He has structured and executed mergers, acquisitions, divestitures, leveraged buyouts, sales, IPOs, and recapitalizations.
Businesses pay upwards of $10,000 to $50,000 per month to access Andrew’s financial advisory services. You can access them for just $5,000 per month!
Through our relationships with Wall Street and various private investment vehicles all across the country, we’re able to connect you with lenders that will provide attractive financing tied to the strength and creditworthiness of your contracts. These types of loans can be ideal for companies with multi year contracts with large organizations (AT&T, Amazon, Federal Government agencies, Local government agencies). We vet these lenders so that you don’t have to waste time hunting for the right one.
SaaS Financing otherwise known as MRR loans for “monthly recurring revenue”. With this type of loan, a financial institution such as Clearco lends money to you based on the amount of monthly recurring revenue your business earns, using the future revenue as collateral.
The Small Business Investment Company Fund is a privately owned and managed investment fund that's licensed and regulated by the SBA. This is often a much faster and easier route than applying to borrow money from a private debt fund, and we can speed the process up even more for you through our expedited services.
Term loans provide borrowers with a lump sum of cash upfront in exchange for borrowers agreeing to pay their lenders a fixed amount over a certain repayment schedule. They offer more flexibility and lower interest rates and are often the ideal borrowing structure for small businesses.
We offer financial advice to employees, small business owners, and large corporations through our services:
We are every man’s investment banker, from the small bodega owner to the multi-billion dollar CEO. We work with businesses earning $500,000 to $5M in annual revenue, from local brewery owners to CEOs of multi-billion dollar security firms. Our financial advice is tailored to fit the financial structure of each individual business and its growth needs.
Wealth Stack was founded by Andrew and a team of similarly experienced investment, finance, and marketing professionals. We have been featured in Forbes and Entrepreneur; Wealth Stack has received awards from established institutions such as JP Morgan Chase. We work hard to instill trust in our digital advisory partners. That’s why we offer a free financial assessment to get started. Meet with Andrew first then you’ll see.
Feel free to get in touch! Send an email to help@wealthstack.us and put "Advisory Services" in the subject line so we can address your questions ASAP.
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