Latest news with #Stash
TechCrunch
4 days ago
- Business
- TechCrunch
From $5 to financial empowerment: Why Stash co-founder Brandon Krieg is a must-see at TechCrunch All Stage 2025
Startup life is tough — funding rounds, team building, and managing finances can feel like trying to solve a Rubik's Cube blindfolded. That's exactly why TechCrunch All Stage 2025 exists: to give founders like you the tools, tactics, and real talk from those who've been through it and built something lasting. If there's one session you won't want to miss, it's with Brandon Krieg, co-CEO and co-founder of Stash. He'll join us on July 15 at the SoWa Power Station in Boston to discuss how technology has made it possible for anyone — not just the wealthy — to become an investor. And to make it even easier to attend, we're offering savings of up to $210 on your ticket — plus extra discounts when you bring a group of four or more. Register now before rates increase. Image Credits:TechCrunch Why is Krieg speaking at TC All Stage? Because he didn't just build a fintech company — he built a movement. Krieg and co-founder Ed Robinson launched Stash in 2015 with a bold, inclusive idea: that anyone should be able to start investing with as little as $5. Fast-forward to today, and Stash has helped millions of Americans take control of their financial futures. And he's not done yet. At TC All Stage, Krieg will pull back the curtain on: Launching StashWorks, the company's new community-driven workspace for financial growth. The creation of Stash's AI Money Coach, a tool to help users make more efficient money moves. His founder journey — from building EdgeTrade (acquired by Knight Capital) to heading electronic execution at Macquarie Securities. How to scale a fintech startup without losing your mission-driven core. This isn't theoretical fluff. It's hard-won insight from a founder who's helped change how Americans interact with their money. Techcrunch event Save now through June 4 for TechCrunch Sessions: AI Save $300 on your ticket to TC Sessions: AI—and get 50% off a second. Hear from leaders at OpenAI, Anthropic, Khosla Ventures, and more during a full day of expert insights, hands-on workshops, and high-impact networking. These low-rate deals disappear when the doors open on June 5. Exhibit at TechCrunch Sessions: AI Secure your spot at TC Sessions: AI and show 1,200+ decision-makers what you've built — without the big spend. Available through May 9 or while tables last. Berkeley, CA | REGISTER NOW Get your front-row seat to real startup stories TechCrunch All Stage is where founders go to get unstuck. Whether you're wrestling with product-market fit, scaling your team, or figuring out how to pitch your company without sounding like a robot — TC All Stage has a session for you. From deep-dive founder workshops to unfiltered panel discussions, TC All Stage is built for one thing: giving you and your team the unfair advantage of learning directly from founders and experts like Krieg. Image Credits:Halo Creative TechCrunch All Stage tickets are moving swiftly All that said, low ticket rates won't last forever, and the opportunity to hear from leaders like Krieg are limited. So if you're serious about building a startup that learns from the best and brightest, this is your moment. Buy your TC All Stage tickets now and get ready to level up your leadership, your product, and your impact.
Yahoo
21-05-2025
- Business
- Yahoo
It's not about picking stocks it's about building habits
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. In this episode of Trader Talk, Kenny Polcari talks with Brandon Krieg, co-founder of Stash, about how fintech is changing the way everyday Americans invest. Krieg explains how tools like fractional shares, automated savings, and personalized portfolios help new investors build long-term wealth. They discuss how financial education and behavioral tools can reduce fear and promote smarter decisions. With more people gaining access to the market through apps like Stash, the conversation highlights how technology is breaking barriers and encouraging consistent, goal-based investing. It's a must-listen for anyone looking to better understand the future of personal finance and investing. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. Welcome to Trader Talk, where we dish out the latest Wall Street buzz to keep your portfolio sizzling. I'm Kenny Polcari, and today I'm not coming to you from the New York Stock Exchange, but I'm coming to you live from the Yahoo Finance offices here at on Broadway in New York City. I'm still bringing you decades of market insight and energy. Now let's jump into my big take for the settle this once and for all. Buying shares and buying options are not the same game. One builds a portfolio, the other tests your psychology. If you're treating options like a shortcut to wealth, you're not trading, you're gambling. Sharesyou ownership, they give you time, they let you be wrong for a little while and still be right over the long term. You get dividends, you ride the cycles, you compound and most importantly, you get to breathe options?They're the opposite. They're a bet on speed, direction, and precision with a ticking clock tied to every move. You're not betting on a business, you're betting on market behavior and if your timing's off by a matter how great your idea was, you lose. That doesn't mean options are bad. If used correctly, they're very powerful. They hedge, they leverage, they give you flexibility, but too many retail traders use them to skip the hard part conviction, patience and risk management. So here's the truth, if you can't win with shares, you have no business learn the long game first learn to hold learn to sit through volatility without panicking because until you can do that you're not using options you're being used by them. Bottom line shares are how you build the future options are how you test what you've learned if you mix them up, the market will make sure you learn the us today is Brandon Krieg, co-CEO and co-founder of Stash, the pioneering fintech company that he co-founded in 2015 with the belief that all Americans deserve the advice, tools, and opportunity to invest in themselves, starting with just $5. Most recently, Brandon led the launch of Stash Works as well as Stash's AI Money Coach. Brandon also serves as CEO of Stash Capital, the company'sbroker dealer. Prior to stash, he co-founded Edge Trade, one of the first and largest agency trade execution and software firms later acquired by Knight Capital and served as head of electronic execution at Macquarie Securities Group. I am thrilled to have him join us. Please welcome Brandon Creek. Brandon, it is a pleasure to have you. I've been looking forward to this conversation because you and I have so much to talk about and so much in common. Yeah, so I mean, so many years of you used to do and years of my life, yeah, yeah, your old life. I like to, I have my old life and my new life. Iknow I call it my prior life and my new life, right? I mean, I spent 40 years on the New York, uh, which was great, but that was my prior life, right? Um, and so tell us just a little bit, you know, I, I introduced you, but tell us a little bit about how you founded Edge trade and how that whole thing happened and now where you are now. Yeah, I mean, it's, it's just been incredible since 1998 when I moved to New York andI got very lucky. I met these two incredible guys that were, uh, running and started the company Edge Trade, which was called Precision Edge before that and it was a trading firm and joined them and really started taking find ways to make trading more efficient. So wait a minute, wherewere you before, uh, in this business? No, I have no business being in this business. yeah, somewhere when you moved, you, you had no experience. No, I knew software and I knew about technology, but the ability to marry technology with trading for me was like, wow, this is like the most beautiful recipe, and it was very early, as you know, like I hated you guys. Can I just tell you guys remember the New York Stock Exchange, I hated that whole idea. It was. It was wild. I mean, but at the time, the markets were so fragmented, trading was all over the place and we were able to like just assemble an amazing group of people and we started building algorithms that would trade in the market, and we would give those algorithms to hedge funds and different mutual funds trading desks that would use these to be better at trading. And this business just took off and it got really big and eventually it became part of Night Capital and they acquired I spent 5 years there, just, it was amazing because going from a, you know, a business that was relatively small to being in a business that was trading about 25% of the US stock market volume every day was like, wow, this is what like this is what size and scale look like. And I'd stayed there for 5 years andUh, took some time off. My wife did not like that. She's like, push me, push me back to work. Yeah. It was not good. And, uh, I went to Macquarie, which was an amazing, uh, business. Wereyou there when Amy B was at Macquarie? Uh, I don't, I don't, she would have the chief financial officer, I don't know. I was way, way below that level, but I, I was focused on building a new type of electronic trading business, which is where I met my co-founder at Stash, Eddie. He was at Macquarie for 10 years. He's an Aussie, and we were running, uh, building out this this new trade in 58 countries at the same time electronically and then the idea of stash popped up and we had to do it, which was basically that every American deserves advice and we wanted to build effectively the private bank for the middle class. OK, so, so then let's talk about that. So, so then was born Stash, right? Now it's interesting that, that the, the listeners should know this. There's another company out there called which is not you, right, because it's, it's a, it's a, it's another fintech but I think they're down in the Carolinas or something. Ithink it's like advisor yeah, yeah, yeah, yeah, but it, but it's, it's funny because it's got that same name stash. Yours is just stash OK, so let's talk about who your demographic is, how you appeal to them, how you get them involved, how you draw them in. Is it, is it, would you equate it to an early Robin Hood type of a type of a, uh, an organization? Yeah, so Robin Hood started before us and my co-founder Eddie and I, we had a lot of, a lot of time to think about this. What do we want to be?When we were starting the company and we had to dream and say like when we grew up, what do we want to be? And I didn't want to be a day trading app because I've done this long enough, as you know, most people that day trade or take active trading, especially doing it from a phone where you don't have the compute that I used to have, you're likely going to lose money, maybe not on the single trade, but over time you will. And so I wanted to build something where you could actually build long-term wealth, right? And to do need to do it where either I'll do it for you through a managed account, you do it yourself through advice, or and there's some new stuff that we have now that we could talk about around banking and investing as you spend while you bank, but ideally it was around getting advice. So what I wanted to do was have people buy ETFs or have them buy investments they want and be there to give them guidance and advice. They could buy individual stocks as well. They can, yes, and they, they can and they still can. And so what'sthe advice you give them the advice after, if I, if I say it was me, I came in, I opened up an account and now I want to get started. I don't put $1000 into the account to get it started, for instance. Um, do I have to, how do I get, how am I getting advice? Do I have to sign up for something? Do I, is there a query on the, on the page and I just type something in? Yeah, I, I mean, like any good financial advisor, when you on board the stash, we ask you a lot of questions, right? We don't ask them because the regulator says we have to we ask it because we have to. We actually use that what we do first is we kind of calculate a risk profile. I was waiting for you to say that. How old are you? What's the we ask you direct questions. Do you have to? Do you want to rent a home? Any advisers should ask that. They all probably do. We actually use that information to say, OK, now we understand what type of customer this is. Now we use fractional shares, so you can $5. So I, I don't think the share price should matter for you to be able to buy a company or an ETF. So youcan, so what he means by that is you can buy $5 worth of Apple. That's right, $5 of Amazon. It doesn't matter. We use, uh, fractional share fractional share of it. And so once you start, you decide what you want to do. So right now if you're on board will ask you, do you want us to do it for you? If you want stash to do it for you with $5 at a time, you could have us manage the money through you for you through something we call Smart portfolio, which is a portfolio that we manage. It's diversified globally. It's automated. We ask you to turn on something called AutoStash because investing once isn't that good. Investing every week or every 2 weeks or every month for 2030 years is really, really good. 10%. And so we ask you to do we will rebalance the portfolio as it drifts and we'll do that once a quarter. At a minimum we do it once a year. So wait, let me ask a question. If you ask me to, to, to sign up, what was that you called it smart portfolio smart, yeah, but then do you go intoMy bank account and just take the money every week so I don't have to send it to you. You just pull it from my bank account. So it's like I have to do basically nothing. You're doing it all. That's right. And the way, the way I think about it for our customers is we want to actually help you create a really positive all have all these negative habits, 100%, putting money away and paying yourself first. There is nothing better that people can do than that if you treat yourself like a bill, and they don't, you know, a lot of, I, I agree with you 100%. And that's the thing that a lot of people don't understand. Treat yourself like the first bill, like the, like the utility bill, like the phone bill. Make the first check out to you. That's I, and I look at, you know, people on customers that use AutoStash on stash, whether I invest through smart or you do it yourself. They're like 9 times ahead of the average American who doesn't stash just by turning on AutoStash. Hold that thought one minute. We're gonna just take a break. We'll be right right, so let's just pick up from, from what you just said about the auto stash about, about, about really forcing people, well, yeah, I kind of you are forcing because you're automating the process for them, right? You're taking it out of their hands and helping them grow their way, making it easy, making it easy, right? I don't, it's not a negative, it's a positive, of course. I mean, for look, when I think about myself, I was 23 years old, I started investing and putting money away every week. I don't come for money. I'm self-made. I'm really proud of that. I put money away every week. I did it through the dot-com crash. I did the Great Recession. I mean, what, what am I missing? Multiple wars, multiple presidents, multiple, everything, everything, everything crazy bad and crazy good. I kept investing through all of what I want Stash customers to do is do the same thing. Do the same thing, you know, right now with the tariffs, with the interest rate decision today, with whatever happens tomorrow or the crazy thing that will happen at some point next week, just keep investing through it. That's why AutoStash is so awesome, right? So what's really great about that is that it doesn't, while the person themselves can get emotional feeling about the market, it's crashing not crashing. It says tariffs. What AutoStash essentially does is it takes that emotion out of it for them and you just keep investing, right? That's which is exactly the message that people need to hear. Yeah, I, I, I always say this to people on, on stashes I've been doing this for 25 years and I don't have a crystal ball, but I can make a promise. The market will go up, down, and be flat. That, that I can promise you something will happen. What will happen, I don't know, which is why a dollar cost averaging andAnd you say this all the time to your listeners like just being consistent and thinking about long-term growth is, is, it's time tested. There's no guarantees in any of this stuff, but consistently paying yourself is, is really important. But buildinga portfolio that has high quality names in it adds to that ability to to generate wealth. If somebody's gonna, you know, a lot of people, know, and I, they want a day trade. They wanted the, the, the latest name, the latest, you know, uh, name that's gonna make them rich overnight, right? Um, and that's where they go off track. It's fine to have a mad money account if that's what you want to do. But you need to have a long-term wealth account. You need to have a long term account that's gonna generate long-term wealth for you, for your family, for your children, your grandchildren, um, and you, and the earlier you start, the better off you're gonna be. So, tell me who your demographic is. Our demographic literally is are nurses and teachers and uh plumbers and name it. They're America. So our one of our top customer uh demographics is US military. Uh, there, it's just everybody. It's, it's the people that unfortunately,Uh, the wealth managers don't want to serve, so they, they're not gonna sit there and sit down and go, All right, you have $500. Let me spend an hour with you giving you a wealth plan. Let me talk about your budget. Let me help you think about how to put money away for your kids and retirement. Those are the customers Iwant. OK, so if I come to you, I'm one of those customers. Is it who's talking to me? Is it AI talking to me or is it actually a live human being that's talking to me? Yeah, so it'snot a live human being, and this has changed now. Technology is incredible with AI. It's I'm, I'm one of the, I, I helped contribute to with the engineers on the AI side. There are days I like almost fall off my chair with like, I can't believe it just did that, right? It's amazing. The way it historically has always been was we have a lot of different experiences built into the stash app that will show you your diversification score. It will give you, uh, recommendations around ETFs to balance out because to your point just now, like if you really, really want to buy Tesla, you really, really want to buy IBM. It doesn't ahead. You should do that. I want you to do that. I, I want people to invest in things they believe in, things they care about. That's not for me to decide for you. That's on you. Around that though, I don't want to see you concentrate your position in one stock in one sector, yeah, or one stock, right? Those are things that you don't need AI to do. You could do that through experiences in the stash shop and, you know, I think we do that really well. AI been incredible because I can't go out. If look, if I go out and hire 500 human advisors, I have to pay them. I, I have to raise the prices. It doesn't work. But what does work is we've spent the last year and a half training in AI model and built out an AI ecosystem and stash that's really good at talking to you. It's not gonna tell you what stock is gonna go up or down, but it will tell you about what sector you can think about and how to balance out the risk in a portfolio that you might be overweight technology, you need to add staples, you need to add some healthcare or you, you know, you might want to look at it with an ETF or particularly if you like a name, I'm sure you can query a name. If I like Kellogg, I will put it up, what about Kellogg or what about Procter and Gamble Johnson and Johnson. I mean, we, we, we could do that. I mean, we do that now. We bias to ETFs though. It's like I would say if you like love uh farming, right, let's look at a farming ETF, correct. And then around that, let's look at, are you, do you have enough international exposure? Do you have enough bond exposure? Things that are time give you exposure to all asset classes because look, we're in this environment now with the tariffs and interest rates and the only way that I know over my career to handle this is to have a really robust diversified portfolio 100%. And you know, look, I went from the institutional trading side, transactional side of the business for 40 years, and now I moved to the high ultra high net worth management side, right? So the chief market strategist at, at a, at a $2 billion RIA down in South Florida. But we do essentially the same thing at a, at a, for a client that has significantly more assets, which isn't necessarily good or bad. It's just that's the demographic that I'm in, right? But everybody has to start somewhere. And so the sooner you start, particularly the younger you start, because time is on your side. And I, you know, that's exactly right. If I look at Stash's user base have about 1. just over 1.3 million monthly active users who have, uh, accumulated over $4 billion of assets on stash, and I'm really, really proud of every single one of them because whether you start with $5 or $1000 or you have a million dollars, I actually don't care. What I want you to do is start. That's what I 100%. Where do you custody the money? Uh, Apex clearing is where the money sits. Does it, does it sit in my individual name or is it in an omnibus account under your name? No, we don't do omnibus. It's literally in my name. So theaccount is in my name. Just like if I go to Schwab, I go to Fidelity, it's in my name. That's right, your name, but you get your statements and I can, I can sign in and see what it is every day. No one else has access to it other than the automatic investment program. That's, that's correct. We're both uh RAA and we're also a broker dealer, a broker deal, right? OK. So, so let me ask you a question about the recent, the recent we've seen in the market really since the beginning of the year, um, more, more recently since Liberation Day. Uh, tell me the reaction in from your demographic. Were people panicking? Were they saying get me out, get me out, get me out, or were they in fact saying, here's more money? So we've seen some of the biggest inflow days on stash, uh, in history over the last few and I think this is really important, there are always going to be people who look at the headlines and panic, and I through the AI I see a lot of it because we see the conversations. You see the questions, yeah, and look, we, we represent our bases in America. There are some people going, I love what's happening right now. I love what Trump is doing. There are some people that, this, OK. The advice is going to be the same. And that's right. I, I think that people have a right to pay attention right now. They should be paying, but just like we've seen over the last 100 years for me, 25 years for you, what, 35, 40 years, 40, I heard you say 40, but I lowered it to 35, gonna be, you have to just take the long game. 100% you have to take the long game. I think that's the part for me when I talk to investors, especially younger investors, convincing them now at 25, 26, 20, even if it's $100 100 dollars a month, might be $20 a week, whatever it is, do something to get yourself started because you'll be amazed at howit grows. I agree. I mean, our, our average customer on stash is in their upper 20s, early I, I always ask myself why I wonder why they're not like super young, and I think what I've figured out now after 10 years, and we've asked a lot of people this is people are kind of getting their their, this is, I don't know if I could say the S dropping S bomb, but they're getting their shit together. They're getting married. They're having families, they're getting promoted at work and they have expenses, orYou know, someone in the family died and they're starting to really think about their futures. I don't know of a single person in my life that has day traded a stock in and out 1000 times a day and has sorted out their financial future. I, I, that's in the movies. I've not met anyone who's 100%. If I could do that, tell me. I'm with you. Listen, I've really enjoyed this conversation and as usual we run out of time. I want to come back the next time you're right here in New York. It's easy to get back together.I'd love to get back on and continue this conversation, especially as we move into the second half of the year and we kind of see how this all played out and where the market is and kind of what the economics are in the country and how people are really feeling. But I think what you're doing is great. I think stash wealth for individual investors and for a young demographic that's just getting started or for, uh, uh, someone who's never, someone might be older who's never done it. You have to start somewhere and stash is a great place to do it. Thanks forhaving me. This is great always a pleasure. Thank you for wrap things up with 3 essential market tips to keep in mind. No matter which way the wind is blowing. If there's no volume, it's just noise. You see, a stock is moving, but the volume's dead. Walk away. That's not real interest. It's a ghost move. Pros wait for the volume to confirm what the price is telling you. Volume is commitment. No volume, no want to trade with the crowd? Not against the echo. Once you exit, what it does next is none of your business. This one's hard, but it separates traders from gamblers. You close out a position, maybe you locked in a profit or maybe you cut a loss. Either way, once you're out you're out. Don't chase it, don't stalk it, don't rewrite history in your head. What it does next is none of your concern. You made a decision, respect it, learn from it and move respect the macro trade the micro big picture keeps you grounded. Fed policy, inflation, geopolitical headlines, but that's not where you make your trades you trade the chart in front of you, the set up, the risk reward. Don't get paralyzed by the noise. That's how you stay sharp in any you know, at the end of every episode, I feature a classic recipe, and today I'm gonna give you chicken piccata. Now here's a short history. Piccata is an Italian term that refers to a style of cooking where the meat is sliced, then dredged in flour, sauteed and served in a sauce made of lemon, butter, wine, and capers. Uh, in Italy, the traditional dish is made with veal and is especially popular in the northern regions like piccata, as we know it in the US, is a classic Italian American adaptation born out of practicality. When Italian immigrants came to America in the early 20th century, veal was much more expensive and much harder to find, so they turned the chicken, which was much more affordable and more available. The method stayed the same though, lightly floured and pan fried meat in a vibrant lemon caper sauce, but the protein in Italian American restaurants, uh, it gained all kinds of popularity in Italian American restaurants throughout the mid-twentieth century and has since become a loved staple, appreciated for its bright flavor and simple elegance. You can scan the QR code on the screen for my full a wrap for today's trader talk, but the conversation will keep going on Apple Podcast, on Spotify, Amazon Music or wherever you get your podcast. If you have any questions or topics you want covered, email me at tradedertalk@yahoo I'm listening. Until the next time, stay sharp, stay disciplined and stay in touch. Take good care. This content was not intended to be financial advice and should not be used as a substitute for professional financial services. This post was written by Langston Sessoms. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-05-2025
- Business
- Yahoo
It's not about picking stocks it's about building habits
You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. In this episode of Trader Talk, Kenny Polcari talks with Brandon Krieg, co-founder of Stash, about how fintech is changing the way everyday Americans invest. Krieg explains how tools like fractional shares, automated savings, and personalized portfolios help new investors build long-term wealth. They discuss how financial education and behavioral tools can reduce fear and promote smarter decisions. With more people gaining access to the market through apps like Stash, the conversation highlights how technology is breaking barriers and encouraging consistent, goal-based investing. It's a must-listen for anyone looking to better understand the future of personal finance and investing. Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future. This post was written by Langston Sessoms.
Yahoo
13-05-2025
- Business
- Yahoo
Investing platform Stash raises $146m to enhance AI capabilities
Stash, a US-based investing platform, has garnered $146m in its Series H funding round, led by Goodwater Capital. Additional contributions came from existing investors Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, alongside funds and accounts advised by T. Rowe Price Investment Management. The fresh infusion will support Stash's objective of providing accessible financial guidance. It will ramp up Stash's product development, subscriber growth, and enhance its AI capabilities. A key component of this initiative is Money Coach AI, a financial guidance tool that provides real-time, personalised investment recommendations. Goodwater Capital founder and managing partner Chi-Hua Chien said: 'Stash isn't just using AI to enhance its platform—it's using AI to transform how people engage with their money. 'The company's momentum is undeniable, and we are proud to support this next frontier in fintech.' Since its launch, Money Coach AI has transformed user engagement with financial management, assisting customers in making informed decisions about their investments and savings, according to the company. Money Coach AI has recorded over 2.2 million interactions, supporting Stash's goal of assisting users in saving, investing consistently, and making informed financial decisions. Stash data indicates that one in four users engaging with Money Coach AI take positive financial actions, such as investing or adjusting their savings strategies, within ten minutes of interaction. Currently, Stash has 1.3 million paying subscribers and manages $4.3bn in assets. Stash founder and co-CEO Ed Robinson said: 'This new funding is a resounding vote of confidence in Stash's vision for the future of personal finance. "For a decade, Stash has helped millions take control of their financial futures. Now, we're doubling down—transforming how people save, invest, and build long-term wealth with AI-powered intelligence at the core. We're just getting started.' "Investing platform Stash raises $146m to enhance AI capabilities" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Finextra
12-05-2025
- Business
- Finextra
Investing app Stash raises $146m
American investing app Stash has raised $146 million in an oversubscribed Series H funding round led by Goodwater Capital. 0 Union Square Ventures, StepStone Group, Serengeti, the University of Illinois Foundation, and funds and accounts advised by T Rowe Price Investment Management participated. Stash provides a host of personalised, AI-driven automated investing tools to more 1.3 million paying subscribers with $4.3 billion in assets under management. The latest investment will be used to accelerate product innovation, drive subscriber growth, and further develop Stash's AI capabilities. Central to this strategy is Money Coach AI, a financial guidance platform that translates expert-level investing strategies into real-time, personalised recommendations for everyday users. Brandon Krieg, co-CEO, Stash, says: "For too long, financial advice has been out of reach for everyday people. "Stash's mission has always been to change that. Now, by leveraging the power of AI, Stash is helping people take control of their money, understand their options, build real wealth, and secure their financial future, no matter where they're starting from."
