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Stash Wealth
Stash Wealth


New York, NY, USA · Charlotte, NC, USA


1 - 10 employees

founded in


Stash Wealth is a financial planning and investment management firm for HENRYs [High Earners, Not Rich Yet]. Historically, financial planning has been an expensive process only accessible to the super-wealthy. At Stash Wealth, we believe everyone deserves these services, and we’ve made them attainable using technology and a modern, no-bullsh*t approach. Our signature service, the Stash Plan has revolutionized the industry by going beyond the boring basics (like retirement and insurance) to help clients across the country plan for the future and achieve their own unique lifestyle goals.

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