Stash Invest

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Assets Under Management

$4.2B

Number of Clients

1,290,843

Number of Advisors

Average Client AUM

$3K

AUM per Advisor

$4.2B

Compensation

Fixed/Hourly

About This Firm

Stash Investments LLC offers investment advisory services, including wrap fee programs and financial counseling, through web-based solutions. They help clients build financial habits and manage wealth by providing financial education, tools, and guidance. Stash uses AI to deliver personalized advice and assist clients in making investment decisions.

Fee Structure

Financial Planning:Included in AUM fee

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement Planning

Location

450 Park Avenue South, Suite 10-111, New York, NY, 10016

1 Advisors at this firm

CFP