FundStack Solutions Reviews 7

TrustScore 3.5 out of 5

3.7

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Company details

  1. Financial advisor

Written by the company

We are a Business Advising Firm that specializes in helping business scale. We focus on things like marketing strategies, entity setup/establishment, credit optimization, & accessing capital & funding.


Contact info

3.7

Average

TrustScore 3.5 out of 5

7 reviews

5-star
4-star
3-star
2-star
1-star

Hasn’t replied to negative reviews

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Rated 2 out of 5 stars

The platform's concept is nice - its overall UI/UX and feasibility is POOR

The platform's concept is nice, but when we attempted to make contact using the 'clunky' CRM the contacts either were non existant or in (two cases) were not aware their information was being shared on Funding stacks profile. We used this platform for 4 months, met with the CEO and was disappointed at the customer service and lack of follow up. Ironically when we requested information about their 'vault' services upgrade we were contacted immediately, and approached to upgrade - this led to giving them candid feedback which they sent 2-3 emails and then fizzled off. The value proposition of $250 per month for RIA/Investor and financial data is attractive, but the lack of quality, non intuitive navigation of the "Funding Stack CRM" combined with restrictions of exporting contacts into a more functional CRM really make this platform difficult to actually see a benefit to the user.

10 August 2025
Unprompted review
Rated 5 out of 5 stars

Absolutely thrilled

Absolutely thrilled, and it was life changing.

Obtaining startup capital for any new business is difficult, and I had difficulties gaining any traction without substantial capital.

Fundstack helped me secure a business credit line and a loan, which in turn, I’m using to start a new business project and venture.

The legitimacy, professionalism, and thoroughness presented was very assuring, and I felt comfortable about the whole process from start to finish.

20 July 2024
Unprompted review
Rated 5 out of 5 stars

5 Star Service

5 Star Service! Rick went above and beyond to help me. I have checked out a lot of companies and this one is the real deal.
Thanks again! 😁 👍

4 September 2024
Unprompted review
Rated 5 out of 5 stars

I worked with fundstack and Rick's team…amazing experience

I worked with fundstack and Rick's team to achieve the financial goals I set to open my new practice. My experience with them was amazing. They explained everything along the way and were always available to answer any questions I had. They reached the goal I set and made the process easy for me. I would highly recommend the service they offer to anyone looking to fund their business!

1 May 2024
Unprompted review

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