# Stash Financial

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/stash-financial

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.stash.com
- Total disclosed funding: $502M
- Latest round: Series H (May 1, 2025)
- Investors on record: 15

## About

Based in New York, US, and founded in 2015, Stash Financial, Inc., formerly known as Collective Returns Inc., operates as a developer of a software-as-a-service (SaaS) fintech platform for retirement investment and personal finance solutions. The company was formed by its founders Brandon Krieg, David Ronick, and Ed Robinson to provide investment solutions for individuals, which were realized during their time working at Wall Street.In February 2026, Grab Holdings Inc., 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. The acquisition enables Grab to add a regulated U.S. investing platform, gain subscription-based fintech revenue, and access Stash’s AI investing tools for potential use in Southeast Asia.

## Funding rounds

- Series H, May 1, 2025, $187M — T Rowe Price, University of Illinois Foundation, Union Square Ventures, StepStone, Entree Capital, Goodwater Capital, OWL Ventures, Eldridge Industries, Serengeti Asset Management
- Series G, Feb 3, 2021, $130M — T Rowe Price, Entree Capital, Goodwater Capital, OWL Ventures, Eldridge Industries
- Series F, Apr 29, 2020, $32M — T Rowe Price, Greenspring Associates, Union Square Ventures, Entree Capital, LendingTree, LLC, Breyer Capital, Goodwater Capital
- Series E, Feb 8, 2019, $35M — Union Square Ventures, Green Dot Corporation, Breyer Capital
- Series D, Jan 29, 2018, $38M — Union Square Ventures, Coatue Management, Valar, Entree Capital, Breyer Capital, Goodwater Capital
- Series C, Jun 28, 2017, $42M — Coatue Management, Valar, Breyer Capital, Goodwater Capital
- Series B, Dec 5, 2016, $25M — Valar, Entree Capital, Breyer Capital, Goodwater Capital
- Series A, Aug 5, 2016, $9.1M — Valar, Entree Capital, Goodwater Capital
- Seed, Jan 25, 2016, $4M — Valar, Entree Capital, Goodwater Capital

## Investors

- Valar (https://capitalatlas.ai/funds/valar) — Seed, Series A, Series B, Series C, Series D
- Entree Capital (https://capitalatlas.ai/funds/entree-capital) — Seed, Series A, Series B, Series D, Series F, Series G, Series H
- Goodwater Capital (https://capitalatlas.ai/funds/goodwater-capital) — Seed, Series A, Series B, Series C, Series D, Series F, Series G, Series H
- Breyer Capital (https://capitalatlas.ai/funds/breyer-capital) — Series B, Series C, Series D, Series E, Series F
- Coatue Management (https://capitalatlas.ai/funds/coatue-management) — Series C, Series D
- Union Square Ventures (https://capitalatlas.ai/funds/union-square-ventures) — Series D, Series E, Series F, Series H
- Green Dot Corporation — Series E
- T Rowe Price (https://capitalatlas.ai/funds/t-rowe-price) — Series F, Series G, Series H
- Greenspring Associates (https://capitalatlas.ai/funds/greenspring-associates) — Series F
- LendingTree, LLC — Series F
- OWL Ventures (https://capitalatlas.ai/funds/owl-ventures) — Series G, Series H
- Eldridge Industries (https://capitalatlas.ai/funds/eldridge-industries) — Series G, Series H
- University of Illinois Foundation — Series H
- StepStone (https://capitalatlas.ai/funds/stepstone) — Series H
- Serengeti Asset Management (https://capitalatlas.ai/funds/serengeti-asset-management) — Series H