Stash (Stash Financial, Inc.) is a New York-based fintech company offering a subscription-based personal finance app that combines banking, investing, and financial education for everyday Americans. The platform provides individual brokerage accounts, retirement accounts (Traditional and Roth IRAs), automated investing via a Smart Portfolio robo-advisor, a Stock-Back® Debit Mastercard, and an AI-powered Money Coach for personalized financial guidance. It serves over 1.3 million paying subscribers with $4.3 billion in assets under management.
Total raised
$666M
Last stage
Series H
Investors
Brandon Lucas
CEO of Stash, leading the company's focus on innovation, growth, and financial guidance as mentioned in the Series H announcement.
Brandon Krieg
Wall Street veteran and co-founder of Stash (2015). Previously co-founded Edge Trade (acquired by Knight Capital Group) and served as Head of Electronic Execution at Macquarie Securities Group. Also serves as CEO of Stash Capital, the company's broker-dealer.
LinkedInEd Robinson
Wall Street veteran and co-founder of Stash (2015). Returned to the helm as Co-CEO alongside Brandon Krieg in October 2024 to lead the company's AI-driven growth strategy.
LinkedInDavid Ronick
Co-founder of Stash (2015) and serial entrepreneur, also having founded several other companies including Minded and WinWin.
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