Stash Financial Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 500

Employees

  • Latest Deal Type
  • Later Stage VC

  • Latest Deal Amount
  • $40M

  • Investors
  • 13

Stash Financial General Information

Description

Developer of personal finance application intended to make savings and investments accessible to everyone. The company's application offers personal investment accounts, retirement accounts, and custodial accounts for minors as well as provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions, enabling users to save small sums of money and make micro-investments regardless of their age and income in a hassle-free manner.

Contact Information

Website
www.stash.com
Formerly Known As
Collective Returns
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 75 Varick Street 8th Floor
  • New York, NY 10013
  • United States
+1 (800) 000-0000

Stash Financial Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Stash Financial Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
10. Later Stage VC 13-Oct-2023 $40M 00000 Completed Generating Revenue
9. Later Stage VC 14-Oct-2022 000.00 00000 Completed Generating Revenue
8. Later Stage VC (Series G) 03-Feb-2021 00000 00000 00.00 Completed Generating Revenue
7. Later Stage VC (Series F) 30-Jul-2020 00000 00000 00000 Completed Generating Revenue
6. Later Stage VC (Series E) 12-Mar-2019 000.00 00000 00000 Completed Generating Revenue
5. Later Stage VC (Series D) 12-Feb-2018 000.00 00000 00000 Completed Generating Revenue
4. Later Stage VC (Series C) 10-Jul-2017 0000 000.00 00000 Completed Generating Revenue
3. Early Stage VC (Series B) 14-Dec-2016 0000 000.00 00000 Completed Generating Revenue
2. Early Stage VC (Series A) 17-Aug-2016 $9.3M $12.3M 000.00 Completed Generating Revenue
1. Seed Round 08-Feb-2016 $3M $3M 000.00 Completed Generating Revenue
To view Stash Financial’s complete valuation and funding history, request access »

Stash Financial Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate ($) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series G 0,000,000 00.000000 00.00 000.00 000.00 00 000.00 0.000
Series F 0,000,000 00.000000 00.0 000.00 000.00 00 000.00 00.00
Series E 0,000,000 00.000000 00.00 000.0 000.0 00 000.0 0.000
Series D 0,000,000 00.000000 00.00 000.00 000.00 00 000.00 0.000
Series C 0,000,000 00.000000 00.00 000.00 000.00 00 000.00 0.000
Series B 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 00.000
Series A 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Seed 2 1,628,291 $0.000010 $0.11 $1.84 $1.84 1x $1.84 4.34%
Seed 1 1,081,310 $0.000010 $0.07 $1.15 $1.15 1x $1.15 2.88%
To view Stash Financial’s complete cap table history, request access »

Stash Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of personal finance application intended to make savings and investments accessible to everyone. The company's
Financial Software
New York, NY
500 As of 2023
00000
0000000000 0 00000

000000

onsectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore
00000 000000000 0000
Irvine, CA
000 As of 0000
00000
00.00 0000-00-00
00000000000 00000

000000

aboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehe
000000000 00000000
London, United Kingdom
00000 As of 0000
00.000
000000 - 000 00.000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Stash Financial Competitors (17)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Acorns Venture Capital-Backed Irvine, CA 000 00000 00000000000 00000
Revolut Venture Capital-Backed London, United Kingdom 00000 00.000 000000 - 000 00.000
Betterment Venture Capital-Backed New York, NY 000 00000 000000000 00000
Chime (Financial Software) Venture Capital-Backed San Francisco, CA 0000 00.000 00000000 00.000
Stockpile Venture Capital-Backed Palo Alto, CA 00 000.00 00000000000 000.00
You’re viewing 5 of 17 competitors. Get the full list »

Stash Financial Patents

Stash Financial Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
EP-3935598-A1 Stock rewards in consumer transactions Pending 05-Mar-2019 00000000000
EP-3935598-A4 Stock rewards in consumer transactions Pending 05-Mar-2019 00000000000
US-11443338-B2 Stock rewards in consumer transactions Active 05-Mar-2019 00000000000 00
US-20200286116-A1 Stock rewards in consumer transactions Active 05-Mar-2019 00000000000
AU-2020232269-A1 Stock rewards in consumer transactions Pending 05-Mar-2019 G06Q30/0213
To view Stash Financial’s complete patent history, request access »

Stash Financial Executive Team (27)

Name Title Board Seat Contact Info
Edward Robinson Co-Founder, President & Board Member
Chien-Liang Chou Chief Technology Officer
Kate Ring Chief Compliance Officer
Dale Sperling Chief Marketing Officer
Jackie Stern Chief Marketing Officer
You’re viewing 5 of 27 executive team members. Get the full list »

Stash Financial Board Members (8)

Name Representing Role Since
Amy Butte Self Board Member 000 0000
Andrew McCormack Valar Ventures Board Member 000 0000
Brandon Krieg Stash Financial Co-Founder, Head of Business Development & Board Member 000 0000
Chi-Hua Chien Goodwater Capital Board Member 000 0000
Edward Robinson Stash Financial Co-Founder, President & Board Member 000 0000
You’re viewing 5 of 8 board members. Get the full list »

Stash Financial Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Stash Financial Investors (13)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Eldridge Industries PE/Buyout Minority 000 0000 000000 0
National Australian Bank Ventures Corporate Venture Capital Minority 000 0000 000000 0
Owl Ventures Venture Capital Minority 000 0000 000000 0
PEAK6 Strategic Capital Venture Capital Minority 000 0000 000000 0
T. Rowe Price Asset Manager Minority 000 0000 000000 0
You’re viewing 5 of 13 investors. Get the full list »

Stash Financial Investments & Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
PayGrade 23-Jun-2021 0000000000 Educational Software 0000000 0
PeriKinetics Early Stage VC 00.00 Other Healthcare Technology Systems
To view Stash Financial’s complete investments and acquisitions history, request access »

Stash Financial FAQs

  • When was Stash Financial founded?

    Stash Financial was founded in 2015.

  • Who is the founder of Stash Financial?

    Edward Robinson, Brandon Krieg, and David Ronick are the founders of Stash Financial.

  • Who is the CEO of Stash Financial?

    Liza Landsman is the CEO of Stash Financial.

  • Where is Stash Financial headquartered?

    Stash Financial is headquartered in New York, NY.

  • What is the size of Stash Financial?

    Stash Financial has 500 total employees.

  • What industry is Stash Financial in?

    Stash Financial’s primary industry is Financial Software.

  • Is Stash Financial a private or public company?

    Stash Financial is a Private company.

  • What is Stash Financial’s current revenue?

    The current revenue for Stash Financial is 000000.

  • How much funding has Stash Financial raised over time?

    Stash Financial has raised $500M.

  • Who are Stash Financial’s investors?

    Eldridge Industries, National Australian Bank Ventures, Owl Ventures, PEAK6 Strategic Capital, and T. Rowe Price are 5 of 13 investors who have invested in Stash Financial.

  • Who are Stash Financial’s competitors?

    Acorns, Revolut, Betterment, Chime (Financial Software), and Stockpile are some of the 17 competitors of Stash Financial.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »