Stock Trading Series C+

Stash Invest

Institutional-grade micro-investing for everyday American wealth-builders

Available in 1 countries Last verified: May 2026
Visit Stash Invest
Founded
2015
Users
1M+ active subscribers
Total Funding
$660M+
Employees
201-500

🏢 Company Overview

Headquarters
New York, USA
Funding Stage
Series C+
Total Funding
$660M+
Users
1M+ active subscribers
Pricing
Freemium
Rating
★ 4.7
AML Compliant PCI DSS Payment License Broker License FDIC Insured SIPC coverage up to $500,000 (including $250,000 cash) via Apex Clearing Corporation; banking deposits FDIC-insured up to $250,000 via Green Dot Bank

ℹ️ About Stash Invest

About Stash Invest Stash Invest is a subscription-based fintech platform founded in 2015 that democratizes wealth-building by enabling fractional share investing, automated portfolio management, and integrated banking from a single mobile-first interface.

The platform unifies individual brokerage accounts, tax-advantaged retirement accounts (IRA), custodial accounts for minors, and a Stock-Back® debit card that rewards everyday spending with fractional stock ownership.

Powered by an AI Money Coach launched in 2024, Stash delivers personalized, real-time financial guidance to over one million active subscribers, with $5B+ in assets under management across its regulated investment advisory infrastructure.

Stash operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, ensuring dual-layer regulatory oversight across its robo-advisory and brokerage product lines.

With plans starting at $3/month and zero minimum balance requirements, Stash targets lower- and middle-income Americans historically underserved by institutional financial services.

In early 2026, Stash signed definitive agreements to join Grab (Nasdaq: GRAB), Southeast Asia's leading superapp, marking a major cross-border fintech expansion milestone.

⚡ Key Features

Fractional share investing from $0.01 minimum
AI Money Coach with real-time personalized guidance
Stock-Back® debit card with equity rewards
Automated tax-advantaged IRA portfolio management
Custodial investment accounts for up to two minors
Unlimited commission-free trades across stocks and ETFs

💪 Strengths & Weaknesses

4 Pros 3 Cons
💪
Strengths
What it does well
Zero minimum balance required
Dual SEC and FINRA regulatory oversight
AI-powered personalized financial coaching
$5B+ assets under management
⚠️
Weaknesses
Areas to improve
Flat fee costly at low balances
US-only geographic availability
Limited advanced trading tools

💬 User Reviews

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🌍 Available In

1 countries
United States
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