Stash Financial, Inc.
Overview
Stash Financial, Inc. is a New York-based fintech company specializing in investment and banking services aimed at simplifying personal finance. Founded in 2015, Stash offers a platform that allows users to invest in fractional shares of stocks and exchange-traded funds (ETFs), manage retirement accounts, and access banking services through a subscription model. The company has grown to manage over $4.3 billion in assets and serves more than 1.3 million paying subscribers. Stash's investment strategy focuses on providing accessible financial tools to everyday Americans, enabling them to build wealth incrementally. The platform offers automated investment solutions, personalized financial guidance, and educational resources to help users make informed financial decisions. Stash's services cater to individuals at various stages of their financial journey, from beginners to more experienced investors. In May 2025, Stash secured $146 million in a Series H funding round led by Goodwater Capital, with participation from existing investors such as Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation. This funding is intended to enhance Stash's AI capabilities and expand its financial guidance tools, reflecting investor confidence in the company's mission to democratize financial advice and empower users to achieve their financial goals.
Investment Focus
- Focus on early-stage and growth-stage companies in the financial services and technology sectors within the United States
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Stash Financial, Inc.
What sectors does Stash Financial, Inc. invest in?
Stash Financial, Inc. invests in Financial Services and Technology, and is based in New York, United States. Stash Financial, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Stash Financial, Inc. invest at?
Stash Financial, Inc. backs companies at Seed, Early Stage and Growth, writing cheques of 1M - 50M.
Which regions does Stash Financial, Inc. invest in?
Stash Financial, Inc. invests across United States.
What companies has Stash Financial, Inc. invested in?
Stash Financial, Inc.'s portfolio includes Truebill and PayActiv.
Last updated · Source: ConnectSafely investor database
