Stash
The financial advisor for everyone.
Stash is a digital financial advisor app that combines personalized investment planning with automated investing and ongoing guidance. It is designed for people who want structured advice without working directly with a traditional advisor, offering a tailored strategy based on goals, timeline, and risk tolerance, along with clear next steps to help users stay consistent.
The platform supports self-directed stock and ETF investing as well as professionally managed diversified portfolios, across brokerage, retirement, and custodial accounts for kids. An AI-powered Money Coach provides real-time answers, while registered investment advisors are available 24/7 for questions. Additional features include a financial snapshot, goal setting, personalized next actions, a retirement match, life insurance, and Stock-Back rewards.
Stash is packaged as a single monthly plan with an annual billing option and a 7-day trial, with no stated minimum investment. It is offered as an SEC-registered investment advisor operating under a fiduciary duty.
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