Locations
Charlotte, NC, USA · New York, NY, USA
industry
Finance
Size
1 - 10 employees
Stage
Other
founded in
2013
Stash Wealth is a tech-enabled financial advisory firm tailored for high-achieving millennials, particularly those in their 30s. The company offers personalized financial strategies through its flagship product, The Stash Plan, which provides a comprehensive roadmap for clients to manage their finances while enjoying their current lifestyle. Stash Wealth differentiates itself by focusing on the unique challenges faced by young professionals, helping them navigate significant life decisions such as home buying and family planning. With a strong market position, the firm has been recognized as one of the top financial advisory firms for millennials, boasting a high client satisfaction rating of 4.9/5 stars.
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