Stash’s Post

🚀 Big News! 🚀 Our Co-Founders, Brandon Krieg and Ed Robinson, are back at the helm as Co-CEOs to lead us into an exciting new chapter. We're introducing Money Coach, our latest innovation designed to take your financial journey to the next level. 💰💡 Stay tuned as we unleash the future of personal finance. 👉 https://bit.ly/3zGHoAa #StashApp #AI #MoneyCoach #Innovation The Stash Money Coach is an AI tool built to amplify Stash’s extensive educational materials, customer service knowledge and investment advice of the Stash Investments team. The Money Coach is currently available to some Stash clients, with plans to make it more widely available, and is a beta version governed by the Terms of Use shown to and accepted by the user when engaging the Money Coach. Any investment advice provided by the Money Coach is based on advice given within the Stash platform and application. Stash reserves the right to postpone or terminate the use of this tool at any point in the future.

We’ve been named to CNBC’s list of World’s Top Fintech Companies 2024. 🎉🚀 This prestigious list is developed by CNBC and Statista, the world-leading statistics portal and industry ranking provider. “We’re thrilled to be listed as a CNBC World’s Top Fintech Company, highlighting our continued commitment to sustainable, profitable growth and our milestone achievements from the last 12 months,” says Stash CEO Liza Landsman. “Stash has incredible upward momentum and this recognition is a testament to that,” says Stash CFO Steven Hodgeman. “Our market is underserved and overlooked, and thanks to our rigor and recent successes, there is enormous opportunity to continue to scale efficiently.” Stash surged onto the CNBC and Statista annual list after achieving industry-leading business milestones. In the first half of 2024, Stash announced EBITDA profitability and 80% gross margin. In the same timeframe, the company also launched StashWorks, its financial wellness benefit for salaried and hourly employees backed by SHRM. StashWorks is now among the leading available benefit options for public and private employers to provide workers with trustworthy financial guidance and easy liquidity. Today Stash counts more than 9M accounts and more than $3.5B in assets under management. Link to announcement: https://lnkd.in/gphB46ZY #Fintech #InvestingForBeginners #FintechNews #InvestTech

The research published today supports what we have long known to be true: small steps, over time, make a difference. Thank you to Commonwealth and Nasdaq for including us in this important research. We hope others follow suit. Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value.

The insights from Commonwealth study, which Stash participated in over the past year, validates the importance of guidance and advice, and that people learn by doing. We have always known that the act of investing and saving needs to be easy, accessible and welcoming to all. Many thanks to Commonwealth for including us, and for highlighting our embedded learning features that drive action and a sense of belonging.

🚀 Exciting news! We're thrilled to announce the new Goals experience in Stash, designed to help you set, track, and achieve your financial dreams. This innovative feature brings the expertise of a financial advisor right into our app, guiding you through personalized, actionable steps to reach your goals.  Check out our article written by Stash’s VP of Product Design, Lauren McKenzie, for more details about Stash’s new goals feature. 👉 https://lnkd.in/giAKRznq  #FinancialGoals #Investing #StashApp #FinancialAdvice #GoalSetting #StashInvest #AppUpdate Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value.

Today we’re launching StashWorks, our workplace benefit backed by SHRM that partners with companies to power savings for American employees. We are also welcoming the first cohort of customers totaling 20,000 employees from a mix of industries and trusted brands including Wonder, PEAK6, and Aurify Brands. StashWorks partners directly with employers and can be accessed through best-in-class PEOs as well as top-tier benefit brokers. Interested in hearing more? We are officially ready to welcome more companies and their employees. Email us at stashworks@stash.com https://bit.ly/4bDy90O #hr #employeebenefits #hrleaders #wellbeing #leadership #employeeengagement #financialwellness #benefits Investment advisory services offered by Stash Investments LLC, an SEC registered investment adviser. Investing involves risk and investments may lose value. StashWorks rewards subject to terms and conditions.