Total amount raised
$655M
Latest funding date
2025-05-12
Location
Stash has successfully completed 13 funding rounds, with the latest being a Series H round. The company is backed by 17 investors, including notable names like StepStone Group and Goodwater Capital.
Keep reading to explore the intricacies of Stash's fundraising journey and the investors backing this innovative platform.
Stash has raised over $660 million across multiple funding rounds, backed by investors including Goodwater Capital, Union Square Ventures, Eldridge, LendingTree, Valar Ventures, Coatue Management, T. Rowe Price, and Breyer Capital.
Keep reading to explore Stash's full fundraising journey, from its 2016 Seed round to the landmark 2025 Series H.
What Is Stash?
Stash is a New York-based personal finance platform that combines banking, investing, and financial education into one subscription-based app. Founded in 2015 by Brandon Krieg and Ed Robinson, Stash serves over 6 million Americans with tools for stock investing, ETFs, and retirement savings. As of 2025, Stash manages $4.3 billion in assets under management and is enhancing its platform with AI-driven financial guidance through its Money Coach AI product.
How Much Funding Has Stash Raised?
- Seed Round
- Amount Raised: USD 3,000,000
- Date: February 2016
- Lead Investors: Goodwater Capital
- Participants: Valar Ventures, Entrée Capital
- Series A
- Amount Raised: USD 9,250,000
- Date: August 2016
- Lead Investors: Goodwater Capital, Valar Ventures
- Participants: Entrée Capital
- Series B
- Amount Raised: USD 25,000,000
- Date: December 2016
- Lead Investors: Valar Ventures
- Participants: Breyer Capital, Goodwater Capital, Entrée Capital
- Series C
- Amount Raised: USD 40,000,000
- Date: July 2017
- Lead Investors: Coatue Management
- Participants: Breyer Capital, Goodwater Capital, Valar Ventures
- Series D
- Amount Raised: USD 37,500,000
- Date: February 2018
- Lead Investors: Union Square Ventures
- Participants: Breyer Capital, Coatue Management, Entrée Capital, Goodwater Capital, Valar Ventures
- Series E
- Amount Raised: USD 65,000,000
- Date: March 2019
- Lead Investors: Undisclosed private institutional investor
- Participants: Breyer Capital and existing investors (full list undisclosed)
- Series F
- Amount Raised: USD 112,000,000
- Date: April 2020
- Lead Investors: LendingTree
- Participants: T. Rowe Price, Breyer Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures
- Series G
- Amount Raised: USD 125,000,000
- Date: February 2021
- Lead Investors: Eldridge
- Participants: Owl Ventures, T. Rowe Price, Goodwater Capital, Entrée Capital
- Debt Financing
- Amount Raised: USD 52,600,000
- Date: October 2022
- Lead Investors: Undisclosed (raised from a dozen investors per SEC filing)
- Convertible Note
- Amount Raised: USD 40,000,000
- Date: October 2023
- Lead Investors: T. Rowe Price Investment Management
- Participants: Union Square Ventures, Goodwater Capital
- Series H
- Amount Raised: USD 146,000,000
- Date: May 12, 2025
- Lead Investors: Goodwater Capital
- Participants: Union Square Ventures, StepStone Group, Serengeti, University of Illinois Foundation, T. Rowe Price Investment Management
Total Amount Raised: At least $655,350,000 based on disclosed funding rounds.
Key Investors
- Goodwater Capital
- Details: Goodwater Capital is a consumer technology-focused venture firm and one of Stash's earliest and most consistent backers, participating from the Seed round through the Series H. Chi-Hua Chien, Founder & Managing Partner, led the Series H investment.
- Union Square Ventures
- Details: Union Square Ventures is a New York-based venture capital firm that led Stash's Series D and has remained a participating investor through subsequent rounds including the Series H.
- Valar Ventures
- Details: Valar Ventures, associated with PayPal co-founder Peter Thiel, led Stash's Series B and co-led the Series A, playing a key role in the company's early growth.
- LendingTree
- Details: LendingTree, the online lending marketplace, led Stash's $112 million Series F in April 2020 and joined the company as a strategic investor at a valuation north of $800 million.
- Eldridge
- Details: Eldridge is a diversified holding company that led Stash's $125 million Series G in February 2021, following a record growth year for the platform.
- T. Rowe Price Investment Management
- Details: T. Rowe Price is a global investment management firm that joined Stash's cap table at Series F and has continued as a key backer, leading the 2023 Convertible Note round and participating in the Series H.
- Coatue Management
- Details: Coatue Management is a technology-focused hedge fund and venture firm that led Stash's $40 million Series C in July 2017.
- Breyer Capital
- Details: Breyer Capital, founded by Jim Breyer, participated in multiple Stash funding rounds from Series B through Series F, serving as a consistent early-stage backer.
What's Next for Stash?
Stash is focused on expanding its AI-driven financial guidance platform, particularly through its Money Coach AI product. With $4.3 billion in assets under management and 1.3 million paying subscribers, the company is positioning itself for long-term growth in the fintech space. The 2025 Series H funding will support product development and subscriber expansion as Stash continues to pursue its mission of making investing and financial guidance accessible to all Americans.
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