Stash
Founded Year
2015Stage
Convertible Note | AliveTotal Raised
$531.85MLast Raised
$40M | 1 yr agoMosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-18 points in the past 30 days
About Stash
Stash is a personal finance app that aids investment and financial management for individuals. The app offers automated and self-directed investing options and a debit card that rewards users with stock. Stash also provides financial education resources to help users make informed decisions. Stash was formerly known as Collective Returns. It was founded in 2015 and is based in New York, New York.
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Stash's Products & Differentiators
Invest, Retire + Custodial
With just 1¢1, customers can buy fractional shares of stocks and funds, build their own diversified portfolios, and learn how to invest confidently; access to a curated selection of +3,000 ETFs and stocks; option to open personal brokerage, Roth or traditional IRAs and/or custodial (UGMA and UTMA) accounts.
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Research containing Stash
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Stash in 5 CB Insights research briefs, most recently on Mar 5, 2024.
Mar 5, 2024 report
The top 20 venture investors in North America
Nov 3, 2022
3 banking trends to watch
Expert Collections containing Stash
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Stash is included in 7 Expert Collections, including Unicorns- Billion Dollar Startups.
Unicorns- Billion Dollar Startups
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Wealth Tech
2,294 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
997 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
Fintech
9,304 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Silicon Valley Bank's Fintech Network
88 items
We mapped out some of SVB's biggest clients, partnerships, and sectors that it serves using CB Insights’ business relationship data from SVB’s profile to uncover just how important it is to the fintech universe. The list is not exhaustive.
Tech IPO Pipeline
257 items
The tech companies we think could hit the public markets next, according to CB Insights data.
Stash Patents
Stash has filed 7 patents.
The 3 most popular patent topics include:
- credit cards
- debit cards
- payment systems
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
3/13/2020 | 5/28/2024 | Thermodynamic cycles, Heat pumps, Energy conservation, Cooling technology, Energy conversion | Grant |
Application Date | 3/13/2020 |
|---|---|
Grant Date | 5/28/2024 |
Title | |
Related Topics | Thermodynamic cycles, Heat pumps, Energy conservation, Cooling technology, Energy conversion |
Status | Grant |
Latest Stash News
Oct 24, 2024
Private Advisor Group LLC Raises Holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) Posted by MarketBeat News on Oct 24th, 2024 Private Advisor Group LLC boosted its stake in iShares Core Total USD Bond Market ETF ( NASDAQ:IUSB – Free Report ) by 69.4% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 277,409 shares of the company’s stock after buying an additional 113,608 shares during the quarter. Private Advisor Group LLC’s holdings in iShares Core Total USD Bond Market ETF were worth $13,072,000 as of its most recent filing with the SEC. Other institutional investors and hedge funds have also recently bought and sold shares of the company. Tempus Wealth Planning LLC boosted its stake in shares of iShares Core Total USD Bond Market ETF by 18.4% during the 3rd quarter. Tempus Wealth Planning LLC now owns 54,553 shares of the company’s stock worth $2,571,000 after purchasing an additional 8,486 shares during the last quarter. Maripau Wealth Management LLC lifted its stake in shares of iShares Core Total USD Bond Market ETF by 10.9% during the third quarter. Maripau Wealth Management LLC now owns 128,562 shares of the company’s stock valued at $6,058,000 after buying an additional 12,655 shares during the period. Stash Investments LLC boosted its position in iShares Core Total USD Bond Market ETF by 6.1% during the third quarter. Stash Investments LLC now owns 637,352 shares of the company’s stock worth $30,032,000 after acquiring an additional 36,619 shares during the last quarter. Moneywise Inc. grew its stake in iShares Core Total USD Bond Market ETF by 2.1% in the 3rd quarter. Moneywise Inc. now owns 117,506 shares of the company’s stock worth $5,537,000 after acquiring an additional 2,438 shares during the period. Finally, Financial Life Advisors raised its holdings in iShares Core Total USD Bond Market ETF by 5.0% in the 3rd quarter. Financial Life Advisors now owns 418,708 shares of the company’s stock valued at $19,730,000 after acquiring an additional 19,939 shares during the last quarter. Get iShares Core Total USD Bond Market ETF alerts: iShares Core Total USD Bond Market ETF Price Performance Shares of iShares Core Total USD Bond Market ETF stock opened at $45.94 on Thursday. iShares Core Total USD Bond Market ETF has a fifty-two week low of $42.72 and a fifty-two week high of $47.44. The business’s fifty day moving average is $46.79 and its two-hundred day moving average is $45.80. iShares Core Total USD Bond Market ETF Announces Dividend Want More Great Investing Ideas?
Stash Frequently Asked Questions (FAQ)
When was Stash founded?
Stash was founded in 2015.
Where is Stash's headquarters?
Stash's headquarters is located at 500 7th Avenue, New York.
What is Stash's latest funding round?
Stash's latest funding round is Convertible Note.
How much did Stash raise?
Stash raised a total of $531.85M.
Who are the investors of Stash?
Investors of Stash include Goodwater Capital, Union Square Ventures, T. Rowe Price, Entree Capital, Owl Ventures and 12 more.
Who are Stash's competitors?
Competitors of Stash include Moneybox, Changed, Bundil, Bits of Stock, Acorns and 7 more.
What products does Stash offer?
Stash's products include Invest, Retire + Custodial and 4 more.
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Compare Stash to Competitors
Acorns focuses on micro-investing in the financial services industry. It offers services that allow customers to invest spare change from everyday purchases into a diversified portfolio of index funds. It primarily sells to individuals looking to start investing in small amounts. The company was founded in 2012 and is based in Irvine, California.
Changed is a financial technology company focusing on helping individuals accelerate their debt repayment and achieve financial freedom. The company offers an application-based platform that rounds up users' spare change from everyday transactions and applies it toward their debt, in addition to providing tools for automated payments, tracking loan balances, and setting financial goals. Changed primarily serves individuals looking to pay off personal loans, student loans, auto loans, credit cards, and mortgages more efficiently. It was founded in 2017 and is based in Chicago, Illinois.
Bundil operates as a crypto investment mobile platform. It allows users to automatically invest spare change from everyday credit or debit card purchases into Bitcoin and other cryptocurrencies. It was founded in 2017 and is based in Dallas, Texas.
Wealthfront is a financial services company that focuses on automated investing and wealth building for individuals. The company offers a range of services including high-yield savings accounts, investment in US Treasury bonds, and diversified portfolio management using automated technology. Wealthfront's products are designed to cater to both seasoned and novice investors, aiming to simplify the investment process and maximize returns over the long term. Wealthfront was formerly known as kaChing. It was founded in 2011 and is based in Palo Alto, California.
Moneybox is a digital financial platform that provides services related to saving, investing, home-buying, and retirement. The company offers an app that facilitates financial planning for individuals. It was founded in 2015 and is based in London, United Kingdom.
M1 is a fintech company that provides personal finance and wealth management services. The company offers a range of financial products, including cash accounts, investing platforms, brokerage services, and loan options. M1 serves individuals who are looking to manage and save for their personal finance needs. It was founded in 2015 and is based in Chicago, Illinois.
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