Stash Financial

Financial ServicesSeries HNew York, USstash.com

Latest round

Series H

Last raised

May 2025

Total raised

$502M

Investors

15

About Stash Financial

, operates as a developer of a software-as-a-service (SaaS) fintech platform for retirement investment and personal finance solutions., a portfolio company of Lightspeed Venture Partners, Morgan Stanley Investment Management, T Rowe Price, Alto Partners, Granite Asia, Vertex Ventures Southeast Asia & India, STIC Investments, Sino-Rock Investment Management, Vulcan, Tiger Global Management, 500 Global, Hillhouse Investment, Permodalan Nasional Alternatives, Nuveen, Altimeter Capital, OppenheimerFunds, Coatue Management, All-Stars Investment, Mirae Asset Venture Investment, Fidelity Investments, SB Investment Advisers, Argonautic Ventures, Experian Ventures, MUFG Innovation Partners, and Signite, agreed to fully acquire Stash Financial, Inc. from T. Rowe Price, Greenspring Associates, Union Square Ventures, Valar, Entree Capital, Coatue Management, StepStone, University of Illinois Foundation, Breyer Capital, Goodwater Capital, OWL Ventures, Eldridge Industries, LendingTree, LLC, and Serengeti Asset Management for USD 425 million. Stash users can choose from the three monthly plans that the company offers namely: Stash Beginner, Stash Growth, and Stash+. The Beginner plan is for personal finance which includes the options for various investments in stocks and exchange-traded funds (ETFs). Beginner users are also provided with the Stock-Back® card, USD 1,000 worth of life insurance from Avibra, and have access to the banking, saving, and personalized advice tools. The Growth plan includes everything from the Beginner plan, with retirement investment plans, tax benefits, and retirement advice. The Stash+ plan includes everything from the Growth plan, with investment options for children, two times stock with the Stock-Back® card, exclusive Stock-Back® card bonuses, and USD 10,000 worth of life insurance from Avibra. Their revenue is generated through the monthly payments made by Stash Financial plans subscribers.S. investing platform, gain subscription-based fintech revenue, and access Stash’s AI investing tools for potential use in Southeast Asia.

Who invested in Stash Financial

15 investors across 9 rounds

See all investors in Stash Financial

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Funding rounds

  1. Series H

    May 1, 2025

    Amount

    $187M

    Investors

    Locked

  2. Series G

    Feb 3, 2021

    Amount

    $130M

    Investors

    Locked

  3. Series F

    Apr 29, 2020

    Amount

    $32M

    Investors

    Locked

  4. Series E

    Feb 8, 2019

    Amount

    $35M

    Investors

    Locked

  5. Series D

    Jan 29, 2018

    Amount

    $38M

    Investors

    Locked

  6. Series C

    Jun 28, 2017

    Amount

    $42M

    Investors

    Locked

  7. Series B

    Dec 5, 2016

    Amount

    $25M

    Investors

    Locked

  8. Series A

    Aug 5, 2016

    Amount

    $9.1M

    Investors

    Locked

  9. Seed

    Jan 25, 2016

    Amount

    $4M

    Investors

    Locked

Questions about Stash Financial

Who invested in Stash Financial?

Stash Financial has 15 investors on record across 9 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Stash Financial raised?

Stash Financial has raised 9 venture rounds. Sign up free to see how much each round raised and the total.

When did Stash Financial last raise money?

Stash Financial's most recent round on record is a Series H, in May 2025.

What does Stash Financial do?

, operates as a developer of a software-as-a-service (SaaS) fintech platform for retirement investment and personal finance solutions.

Where is Stash Financial headquartered?

Stash Financial is headquartered in New York, US.

Which VCs invest in companies like Stash Financial?

Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Stash Financial's stage. Their profiles are linked below.

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