Stash Secures $146 Million in Series H Funding to Transform Personal Finance with AI

Stash, the innovative platform helping millions build financial futures, has successfully raised $146 million in an oversubscribed Series H funding round. Led by Goodwater Capital, with participation from investors such as Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, this new capital will help propel Stash’s mission to make financial guidance accessible to all. The company plans to deepen its investment in AI technology to enhance its financial advice capabilities.

1. Investor Confidence and Leadership
   • The funding round highlights strong investor confidence in Stash’s business model and strategy.
   • Co-founders Brandon Krieg and Ed Robinson, who recently returned to lead Stash’s next phase of growth, have already driven profitability and elevated the company’s AI capabilities.
2. Stash’s Growing Impact
   • Stash currently has 1.3 million paying subscribers and $4.3 billion in assets under management, demonstrating significant traction in the financial inclusion space.
   • With personalized, AI-driven financial advice, Stash has revolutionized how everyday Americans engage with their finances.
3. Money Coach AI: The Core of Stash’s Strategy
   • The investment will accelerate the development of Money Coach AI, Stash’s personalized financial guidance platform.
   • Money Coach AI has already impacted over 2.2 million user interactions and helped users make more informed, positive financial decisions.
4. Financial Inclusion and AI-Powered Financial Advice
   • Stash is focusing on helping users make informed financial decisions with real-time, expert-level guidance—empowering users to make smart saving, investing, and wealth-building choices.
   • The AI platform supports users in picking investments, diversifying portfolios, and building consistent saving habits.
5. Stash’s Next Era of Financial Innovation
   • As the company enters its 10th year, Stash is not just enhancing access to finance; it’s transforming how financial advice is delivered at scale.
   • Stash’s scalable AI approach is positioning the company as a leader in empowering users to make informed decisions and secure long-term financial success.

With a decade of success behind it, Stash is poised for even greater growth, utilizing AI to provide accessible, personalized financial advice to millions of users. This new funding will help further its mission of democratizing financial knowledge and helping Americans build wealth, no matter their starting point.