PolicyStack
“Can a lightweight SaaS platform become the operating system for whole life insurance policy management and financial planning for advisors and their clients?”
Policy Stack (operated by Compound Works LLC d/b/a Policy Stack) launched in early 2026 as a tracking and organizational SaaS tool for whole life insurance policies, targeting both individual consumers and licensed financial advisors. The platform explicitly disclaims acting as a financial advisor, insurer, or broker-dealer, positioning itself purely as a policy-management and scenario-modeling tool. Revenue is driven by subscription plans, including advisor-tier seat packs for practice accounts. The platform incorporates AI-generated outputs alongside standard financial calculators, suggesting an AI-augmented product roadmap from inception.