FinovateFall 2017 / Stash Invest
Presenter Profile:
How they describe themselves: Stash is a mobile-first investment platform that helps simplify investing through education and an intuitive user experience. Investors can customize their own portfolio starting with as little as $5, and receive ongoing guidance through the Stash App. Stash has simplified investing and is on a mission to empower a new generation of investors, giving everyone access to financial opportunity.
How they describe their product/innovation: Stash Retire simplifies how investors can save and invest for retirement. Stash started with a mission to make investing accessible to everyone. Now we’re taking saving to the next level by offering Roth IRA accounts. Stash is offering its investors the lowest fee, self-directed Roth IRA account available. It’s just $100 to start and investor enjoy all the same benefits and features found in their Stash Invest accounts including Auto-Invest and $5 investment minimums.
Product distribution strategy: Direct to Consumer (B2C)
Contacts
Bus. Dev. & Sales: Giff Carter, CRO, Stash Invest, giff@stashinvest.com
Press: Ally Federbush, afederbush@stashinvest.com
Website: StashInvest.com
Blog: learn.stashinvest.com
Twitter: @stash
HQ: New York, NY
Founded: February 2015
Product Demoed: Stash Retire
Product Launch: TBD
Metrics: Over 900K users
Presenters: Brandon Krieg (CEO & Co-Founder), Ed Robinson (President & Co-Founder)
- Key Executives
Brandon Krieg (CEO & Co-Founder), Ed Robinson (COO & Co-Founder) , Giff Carter (CRO), Dale Sperling (CMO), Peter Kalmakis (CTO)
Key Stats
- Key Investors
Coatue Management, Goodwater Capital, Valar Ventures, Breyer Capital, Entree Capital
- Key Advisory Board Members
Scott Harrison (CEO, Charity:Water)
- Key Customers
Stash has empowered a wide range of Americans new to the market, including freelancers, military personnel, and teachers, guiding them onto a path of financial independence. Stash allows its customers to invest in high-quality funds in a safe and secure way, guided by smart, simple, and effective strategies they’ll use for life. 86% of Stash users are first-time investors.