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Stash valuation, funding and investors

Stash works in personalized investment portfolio management, based in New York, United States. Founded in 2015, it has about 240 employees.

VALUATION · TODAY
$2.10B −9% after Series H+
Range $924M – $3.37B · Grade C
TODAY
+12 MO
$1.00B
$2.00B
$3.00B
$4.00B
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
Seed $3.00M
Series A $9.25M
Series B $25.0M
Series C $40.0M
Series D $37.5M
Series E $65.0M
Series F $112M
Series G $125M
Series H+ $146M
ValuationBefore first round12-month outlook: where it points, how wide it fansHover the past: the outlook shows what was predicted then
HEADCOUNT · TODAY240 employees
−0%6m growth
−1%1y growth
−43%2y growth
200
400
600
Data from Jan 2021
TODAY
Predicted in 1 yr $1.91B −9% vs today
Predicted next raise $259M if a round comes
Winding-down probability 30%
Last round
Series H+ · $146M · May 2025
Valuation at last round
$1.82B · implied
Headcount
240 · flat
Grade
C
Founded
2015
How VCMC values companies →

Stash valuation today

VCMC values Stash at $2.1B today, with a range of $924M to $3.4B and a grade of C. The valuation starts from its last funding round, a Series H+ round in May 2025.

Valuation by date (152 rows)

Each point is what the model would have shown on that date, using only what was known then; before its first round, a company is valued as a startup because it later raised.

Stash: valuation by date, as the model would have shown it on each date
DateValuationRangePredicted in 1 yrPhaseHeadcountTrendGradeWinding-down probability
1 Jan 2015$6.67M$2.43M – $18.3M$6.98M (+5%)before first round–unknownD0%
1 Feb 2015$6.69M$2.44M – $18.4M$7.01M (+5%)before first round–unknownD0%
1 Mar 2015$6.72M$2.44M – $18.4M$7.04M (+5%)before first round–unknownD0%
1 Apr 2015$6.74M$2.45M – $18.5M$7.07M (+5%)before first round–unknownD0%
1 May 2015$6.77M$2.46M – $18.6M$7.09M (+5%)before first round–unknownD0%
1 Jun 2015$6.80M$2.47M – $18.7M$7.12M (+5%)before first round–unknownD0%
1 Jul 2015$6.82M$2.48M – $18.7M$7.15M (+5%)before first round–unknownD0%
1 Aug 2015$6.85M$2.49M – $18.8M$7.33M (+7%)before first round–unknownD0%
1 Sep 2015$6.88M$2.50M – $18.9M$7.53M (+10%)before first round–unknownD0%
1 Oct 2015$6.90M$2.51M – $19.0M$7.73M (+12%)before first round–unknownD0%
1 Nov 2015$6.93M$2.52M – $19.0M$7.94M (+15%)before first round–unknownD0%
1 Dec 2015$6.96M$2.53M – $19.1M$8.15M (+17%)before first round–unknownD0%
1 Jan 2016$6.98M$2.54M – $19.2M$8.37M (+20%)before first round–unknownD0%
1 Feb 2016$7.01M$2.55M – $19.3M$8.60M (+23%)before first round–unknownD0%
12 Feb 2016$12.0M$7.88M – $36.5M$24.0M (+100%)after a round–unknownC0%
1 Mar 2016$12.4M$7.88M – $36.5M$24.0M (+93%)after a round–unknownC0%
1 Apr 2016$13.2M$7.88M – $36.5M$24.0M (+82%)after a round–unknownC0%
1 May 2016$14.0M$7.88M – $36.5M$24.0M (+72%)after a round–unknownC0%
1 Jun 2016$14.8M$7.88M – $36.5M$24.0M (+62%)after a round–unknownC0%
1 Jul 2016$15.7M$7.88M – $36.5M$24.0M (+53%)after a round–unknownC0%
1 Aug 2016$16.6M$7.88M – $36.5M$24.0M (+44%)after a round–unknownC0%
18 Aug 2016$37.5M$26.4M – $95.8M$67.5M (+80%)after a round–unknownC0%
1 Sep 2016$38.4M$26.4M – $95.8M$67.5M (+76%)after a round–unknownC0%
1 Oct 2016$40.3M$26.4M – $95.8M$67.5M (+67%)after a round–unknownC0%
1 Nov 2016$42.4M$26.4M – $95.8M$67.5M (+59%)after a round–unknownC0%
1 Dec 2016$44.5M$26.4M – $95.8M$67.5M (+52%)after a round–unknownC0%
15 Dec 2016$116M$81.6M – $246M$174M (+50%)after a round–unknownB0%
1 Jan 2017$118M$81.6M – $246M$174M (+47%)after a round–unknownB0%
1 Feb 2017$122M$81.6M – $246M$174M (+42%)after a round–unknownB0%
1 Mar 2017$126M$81.6M – $246M$174M (+38%)after a round–unknownB0%
1 Apr 2017$130M$81.6M – $246M$174M (+33%)after a round–unknownB0%
1 May 2017$135M$81.6M – $246M$174M (+29%)after a round–unknownB0%
1 Jun 2017$140M$81.6M – $246M$174M (+24%)after a round–unknownB0%
1 Jul 2017$144M$81.6M – $246M$174M (+20%)after a round–unknownB0%
14 Jul 2017$240M$209M – $359M$312M (+30%)after a round–unknownA0%
1 Aug 2017$243M$209M – $359M$312M (+28%)after a round–unknownA0%
1 Sep 2017$249M$209M – $359M$312M (+25%)after a round–unknownA0%
1 Oct 2017$254M$209M – $359M$312M (+23%)after a round–unknownA0%
1 Nov 2017$260M$209M – $359M$312M (+20%)after a round–unknownA0%
1 Dec 2017$266M$209M – $359M$312M (+17%)after a round–unknownA0%
1 Jan 2018$272M$209M – $359M$312M (+15%)after a round–unknownA0%
1 Feb 2018$278M$209M – $359M$312M (+12%)after a round–unknownA0%
13 Feb 2018$398M$280M – $734M$517M (+30%)after a round–unknownB0%
1 Mar 2018$403M$280M – $734M$517M (+28%)after a round–unknownB0%
1 Apr 2018$412M$280M – $734M$517M (+26%)after a round–unknownB0%
1 May 2018$421M$280M – $734M$517M (+23%)after a round–unknownB0%
1 Jun 2018$430M$280M – $734M$517M (+20%)after a round–unknownB0%
1 Jul 2018$440M$280M – $734M$517M (+18%)after a round–unknownB0%
1 Aug 2018$450M$280M – $734M$517M (+15%)after a round–unknownB0%
1 Sep 2018$460M$280M – $734M$517M (+13%)after a round–unknownB0%
1 Oct 2018$470M$280M – $734M$517M (+10%)after a round–unknownB0%
1 Nov 2018$480M$280M – $734M$517M (+8%)after a round–unknownB0%
1 Dec 2018$491M$280M – $734M$517M (+5%)after a round–unknownB0%
1 Jan 2019$502M$280M – $734M$517M (+3%)after a round–unknownB0%
1 Feb 2019$513M$280M – $734M$517M (+1%)after a round–unknownB0%
1 Mar 2019$517M$273M – $734M$517M (0%)after a round–unknownB0%
15 Mar 2019$704M$496M – $1.3B$914M (+30%)after a round–unknownB0%
1 Apr 2019$712M$496M – $1.3B$914M (+28%)after a round–unknownB0%
1 May 2019$728M$496M – $1.3B$914M (+26%)after a round–unknownB0%
1 Jun 2019$744M$496M – $1.3B$914M (+23%)after a round–unknownB0%
1 Jul 2019$761M$496M – $1.3B$914M (+20%)after a round–unknownB0%
1 Aug 2019$778M$496M – $1.3B$914M (+18%)after a round–unknownB0%
1 Sep 2019$795M$496M – $1.3B$914M (+15%)after a round–unknownB0%
1 Oct 2019$813M$496M – $1.3B$914M (+13%)after a round–unknownB0%
1 Nov 2019$831M$496M – $1.3B$914M (+10%)after a round–unknownB0%
1 Dec 2019$849M$496M – $1.3B$914M (+8%)after a round–unknownB0%
1 Jan 2020$868M$496M – $1.3B$914M (+5%)after a round–unknownB0%
1 Feb 2020$888M$496M – $1.3B$914M (+3%)after a round–unknownB0%
1 Mar 2020$906M$496M – $1.3B$914M (+1%)after a round–unknownB0%
1 Apr 2020$914M$482M – $1.3B$914M (0%)after a round–unknownB0%
30 Apr 2020$801M$695M – $1.2B$1.0B (+30%)after a round–unknownA0%
1 May 2020$801M$695M – $1.2B$1.0B (+30%)after a round–unknownA0%
1 Jun 2020$819M$695M – $1.2B$1.0B (+27%)after a round–unknownA0%
1 Jul 2020$837M$695M – $1.2B$1.0B (+24%)after a round–unknownA0%
1 Aug 2020$856M$695M – $1.2B$1.0B (+22%)after a round–unknownA0%
1 Sep 2020$875M$695M – $1.2B$1.0B (+19%)after a round–unknownA0%
1 Oct 2020$894M$695M – $1.2B$1.0B (+16%)after a round–unknownA0%
1 Nov 2020$914M$695M – $1.2B$1.0B (+14%)after a round–unknownA0%
1 Dec 2020$934M$695M – $1.2B$1.0B (+11%)after a round–unknownA0%
1 Jan 2021$955M$695M – $1.2B$1.0B (+9%)after a round310unknownA0%
1 Feb 2021$977M$695M – $1.2B$1.0B (+6%)after a round310unknownA0%
4 Feb 2021$1.4B$1.2B – $2.1B$1.8B (+30%)after a round310unknownA0%
1 Mar 2021$1.4B$1.2B – $2.1B$1.8B (+28%)after a round310unknownA0%
1 Apr 2021$1.5B$1.2B – $2.1B$1.8B (+25%)after a round310flatA0%
1 May 2021$1.5B$1.2B – $2.1B$1.8B (+22%)after a round310flatA0%
1 Jun 2021$1.5B$1.2B – $2.1B$1.8B (+19%)after a round310flatA0%
1 Jul 2021$1.6B$1.2B – $2.1B$1.8B (+17%)after a round310flatA0%
1 Aug 2021$1.6B$1.2B – $2.1B$1.8B (+14%)after a round310flatA0%
1 Sep 2021$1.6B$1.2B – $2.1B$1.8B (+12%)after a round310flatA0%
1 Oct 2021$1.7B$1.2B – $2.1B$1.8B (+9%)after a round310flatA0%
1 Nov 2021$1.7B$1.2B – $2.1B$1.8B (+7%)after a round310flatA0%
1 Dec 2021$1.7B$1.2B – $2.1B$1.8B (+5%)after a round310flatA0%
1 Jan 2022$1.8B$1.2B – $2.1B$1.8B (+2%)after a round310flatA0%
1 Feb 2022$1.8B$1.2B – $2.1B$1.8B (0%)after a round310flatA0%
1 Mar 2022$1.8B$1.2B – $2.1B$1.8B (0%)after a round310flatA0%
1 Apr 2022$2.0B$1.2B – $2.3B$2.0B (0%)after a round480growingB0%
1 May 2022$2.0B$1.3B – $2.3B$2.0B (0%)after a round480growingA0%
1 Jun 2022$2.0B$1.3B – $2.3B$2.0B (0%)after a round480growingA0%
1 Jul 2022$2.0B$1.3B – $2.3B$2.0B (0%)after a round480growingA0%
1 Aug 2022$2.0B$1.3B – $2.3B$2.0B (0%)after a round480growingA0%
1 Sep 2022$2.0B$1.3B – $2.3B$2.0B (0%)after a round480growingA0%
1 Oct 2022$2.0B$1.4B – $2.3B$2.0B (0%)after a round480growingA0%
1 Nov 2022$2.0B$872M – $2.3B$2.0B (0%)after a round480unknownB0%
1 Dec 2022$2.0B$840M – $2.3B$2.0B (0%)after a round480unknownB0%
1 Jan 2023$2.0B$808M – $2.3B$2.0B (0%)after a round480unknownB0%
1 Feb 2023$2.0B$778M – $2.3B$2.0B (0%)after a round480unknownB0%
1 Mar 2023$2.0B$705M – $2.3B$2.0B (0%)after a round480unknownB0%
1 Apr 2023$1.9B$667M – $2.3B$1.8B (-6%)after a round470flatC11%
1 May 2023$1.9B$635M – $2.3B$1.7B (-6%)after a round470flatC11%
1 Jun 2023$1.9B$604M – $2.3B$1.7B (-7%)after a round470flatC11%
1 Jul 2023$1.9B$574M – $2.3B$1.7B (-8%)after a round470flatC11%
1 Aug 2023$1.9B$546M – $2.3B$1.7B (-9%)after a round470flatC11%
1 Sep 2023$1.8B$519M – $2.3B$1.7B (-10%)after a round470flatC11%
1 Oct 2023$1.6B$489M – $2.2B$1.3B (-17%)after a round450flatC30%
1 Nov 2023$1.6B$465M – $2.3B$1.3B (-17%)after a round450flatC28%
1 Dec 2023$1.6B$443M – $2.3B$1.3B (-17%)after a round450flatC25%
1 Jan 2024$1.6B$421M – $2.3B$1.4B (-17%)after a round450flatC23%
1 Feb 2024$1.6B$400M – $2.3B$1.4B (-17%)after a round450flatC22%
1 Mar 2024$1.1B$375M – $2.2B$818M (-27%)after a round420downC56%
1 Apr 2024$1.1B$357M – $2.2B$799M (-27%)after a round420downC56%
1 May 2024$1.1B$340M – $2.2B$781M (-27%)after a round420downC56%
1 Jun 2024$1.0B$323M – $2.2B$762M (-27%)after a round420downC56%
1 Jul 2024$1.0B$307M – $2.2B$745M (-27%)after a round420downC56%
1 Aug 2024$997M$292M – $2.2B$728M (-27%)after a round420downD56%
1 Sep 2024$975M$277M – $2.2B$711M (-27%)after a round420downD56%
1 Oct 2024$954M$264M – $2.2B$695M (-27%)after a round420downD56%
1 Nov 2024$983M$251M – $2.2B$728M (-26%)after a round420flatD51%
1 Dec 2024$1.0B$239M – $2.1B$761M (-25%)after a round420flatD47%
1 Jan 2025$1.0B$227M – $2.1B$802M (-23%)after a round420flatD43%
1 Feb 2025$1.1B$216M – $2.1B$844M (-21%)after a round420flatD40%
1 Mar 2025$1.1B$206M – $2.1B$884M (-17%)after a round420flatD37%
1 Apr 2025$1.1B$196M – $2.1B$910M (-15%)after a round420flatD34%
1 May 2025$1.2B$186M – $2.2B$1.1B (-8%)after a round420unknownD32%
13 May 2025$1.8B$1.2B – $3.6B$2.4B (+30%)after a round420unknownB0%
1 Jun 2025$1.9B$1.2B – $3.6B$2.4B (+28%)after a round420unknownB0%
1 Jul 2025$1.8B$1.2B – $2.8B$1.7B (-5%)after a round248shrinkingB97%
1 Aug 2025$1.8B$1.2B – $2.8B$1.7B (-8%)after a round243shrinkingB97%
1 Sep 2025$1.8B$1.2B – $2.8B$1.6B (-12%)after a round243shrinkingB97%
1 Oct 2025$1.8B$1.2B – $2.8B$1.7B (-7%)after a round243flatB89%
1 Nov 2025$1.9B$1.2B – $2.9B$1.7B (-8%)after a round239flatB82%
1 Dec 2025$1.9B$1.2B – $2.9B$1.7B (-8%)after a round239flatB76%
1 Jan 2026$1.9B$1.2B – $3.0B$1.7B (-9%)after a round239flatB70%
1 Feb 2026$1.9B$1.2B – $3.0B$1.8B (-9%)after a round239flatB64%
1 Mar 2026$2.0B$1.2B – $3.1B$1.8B (-10%)after a round241flatB59%
1 Apr 2026$2.0B$1.2B – $3.1B$1.8B (-11%)after a round241flatB54%
1 May 2026$2.1B$1.2B – $3.2B$1.8B (-12%)after a round244flatB50%
1 Jun 2026$2.1B$1.2B – $3.2B$1.8B (-13%)after a round244flatB46%
1 Jul 2026$2.1B$1.1B – $3.2B$1.8B (-12%)after a round244flatB42%
1 Aug 2026$2.1B$1.1B – $3.3B$1.9B (-11%)after a round245flatB39%
1 Sep 2026$2.1B$1.0B – $3.3B$1.9B (-10%)after a round245flatB36%
1 Oct 2026$2.1B$956M – $3.3B$1.9B (-10%)after a round240flatC33%
24 Oct 2026$2.1B$924M – $3.4B$1.9B (-9%)after a round240flatC30%

Key facts about Stash

Founded
2015
Headquarters
New York, United States
Employees
about 240 -1% in a year
Total raised
$603M
Funding rounds
10
Last round
Series H May 2025

Stash was founded in 2015 by Brandon Krieg, David Ronick and Ed Robinson.

Stash funding history

Stash has 10 funding rounds on record, from Feb 2016 to May 2025, $603M in total. The latest disclosed valuation is $1.40B post-money (Series G, Feb 2021).

  1. Series H 12 May 2025

    Led by Goodwater Capital; with Union Square Ventures, StepStone Group, Serengeti Capital, University of Illinois Foundation, T. Rowe Price Investment Management, Inc..

    Sources: finsmes.com, finovate.com, fstech.co.uk and 3 more

    $146M

  2. Debt 16 Oct 2023no round page

    Led by T. Rowe Price; with Goodwater Capital, Union Square Ventures.

    Sources: financialit.net, citybiz.co, coverager.com

    $40M

  3. Series G 3 Feb 2021

    Led by Eldridge; with Owl Ventures, T. Rowe Price Associates, Goodwater Capital, Entrée Capital.

    Sources: stash.com, cnbc.com, finovate.com and 4 more

    $125M

    $1.40B post-money

  4. Series F 29 Apr 2020

    Led by LendingTree; with T. Rowe Price Associates, Inc., Breyer Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures.

    Sources: finsmes.com, techcrunch.com, axios.com

    $112M

    $800M post-money

  5. Series E 14 Mar 2019

    Led by Unnamed Private Institutional Investor; with Union Square Ventures, Breyer Capital.

    Sources: techcrunch.com, finovate.com, finovate.com

    $65M

  6. Series D 12 Feb 2018

    Led by Union Square Ventures; with Breyer Capital, Coatue, Entrée Capital, Goodwater Capital, Valar Ventures.

    Sources: prnewswire.com, techcrunch.com, pymnts.com and 1 more

    $38M

  7. Series C 13 Jul 2017

    Led by Coatue; with Breyer Capital, Goodwater Capital, Valar Ventures.

    Sources: finsmes.com

    $40M

    $240M post-money

  8. Series B 14 Dec 2016

    Led by Valar Ventures; with Breyer Capital, Goodwater Capital, Entrée Capital.

    Sources: stash.com, techcrunch.com, finsmes.com and 2 more

    $25M

  9. Series A 17 Aug 2016

    Led by Goodwater Capital, Valar Ventures; with Entrée Capital.

    Sources: prnewswire.com, finsmes.com

    $9.3M

  10. Seed 11 Feb 2016

    Led by Goodwater Capital; with Valar Ventures, Entrée Capital.

    $3.0M

Stash investors

18 investors have backed Stash; Goodwater Capital, Union Square Ventures and Valar Ventures and 5 more led at least one round.

What Stash does

Stash works in investment consultants & financial advisors, with 12 recorded offerings and customers in financial technology and financial services.

Stash Financial, Inc. is an American financial technology company that provides personal finance solutions, including investment management, automated investing, and access to stocks and ETFs. The company also offers financial advisory services, a debit card with purchase rewards, and workplace financial wellness programs. Stash serves individual investors and employers in the United States through its web platform and mobile applications.

Description from Veridion's company data.

Products and services

  • Personalized Investment Portfolio Management
  • Automated Investment Solutions
  • Micro-Investing Services
  • Stock and ETF Trading Services
  • Robo-Advisory Financial Planning
  • Personalized Financial Advice Services
  • Financial Literacy Education Services
  • Financial Goal Achievement Rewards Distribution
  • Retirement Savings Solutions
  • Budgeting and Paycheck Management Services
  • Savings Account Management Services
  • Financial Wellness Consulting Services

Markets

  • Financial Technology
  • Financial Services

Business model

  • Business-to-Business
  • Business-to-Consumer
  • Service Provider
  • Software-as-a-Service
  • Subscription-Based

Industry codes (NAICS)

  • 523940 Portfolio Management and Investment Advice 50% match
  • 522210 Credit Card Issuing 30% match
  • 518210 Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services 20% match

Questions about Stash

What is Stash worth?

Valuation $2.1B (range $924M to $3.4B), as of 24 Oct 2026. The last disclosed valuation was $1.40B (Series G, Feb 2021).

Has Stash raised money?

Stash has 10 funding rounds on record, from Feb 2016 to May 2025, $603M in total. The latest disclosed valuation is $1.40B post-money (Series G, Feb 2021).

Who has invested in Stash?

Goodwater Capital, Union Square Ventures, Valar Ventures, Coatue, Eldridge and LendingTree, and 12 more. Lead investors include Goodwater Capital, Union Square Ventures, Valar Ventures and Coatue.

How many people work at Stash?

About 240, down 1% over the last year. Headcount rose from 310 in Jan 2021 to 480 in Apr 2022, then fell to 240 in Sep 2026.

What does Stash do?

Stash works in investment consultants & financial advisors, with 12 recorded offerings and customers in financial technology and financial services. Its main offerings are personalized investment portfolio management, automated investment solutions and micro-investing services.

When was Stash founded, and where is it based?

Stash was founded in 2015 and is based in New York, United States. It has about 240 employees, down 1% over the last year.