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13,639
JOBS
656
COMPANIES
Stash Wealth
Stash Wealth
stashwealth.com

Locations

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

Size

1 - 10 employees

founded in

2013

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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