Stash Secures $146M Series H To Lead the Next Era of AI-Driven Financial Guidance

Stash, the revolutionary platform helping millions build financial futures, announced today that it has secured $146 million in an oversubscribed new Series H funding through a round led by Goodwater Capital, with participation from returning investors Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, as well as funds and accounts advised by T. Rowe Price Investment Management, Inc. This new capital will accelerate Stash’s mission to make expert financial guidance accessible to everyone and deepen Stash’s investment in AI to transform its financial guidance capabilities.

This latest infusion also underscores strong investor confidence in Stash’s strategy and business model under the leadership of co-founders and co-CEOs Brandon Krieg and Ed Robinson, who recently returned to Stash to lead the next phase of growth for the company. Under their leadership, Stash has achieved profitability, strengthened its core subscription model, and elevated its AI capabilities. With 1.3 million paying subscribers and $4.3 billion in assets under management, Stash continues to redefine financial inclusion – empowering everyday Americans with personalized, AI-driven financial advice at scale.

“This new funding is a resounding vote of confidence in Stash’s vision for the future of personal finance,” said Robinson. “For a decade, Stash has helped millions take control of their financial futures. Now, we’re doubling down—transforming how people save, invest, and build long-term wealth with AI-powered intelligence at the core. We’re just getting started.”

Money Coach AI: Personal Financial Advice for Everyone
The investment will accelerate product innovation, drive subscriber growth, and further develop Stash’s AI capabilities. Central to this strategy is Money Coach AI, an advanced financial guidance platform that translates expert-level investing strategies into real-time, personalized recommendations for everyday users. Since its recent launch, Money Coach AI has already reshaped how millions of Americans engage with their money and think about their personal finances. From helping customers pick their first investment to providing personalized diversification guidance, Money Coach AI helps customers get started and make saving and investing a habit that sticks.

With 2.2 million user interactions already,¹ Money Coach AI will serve as the cornerstone of Stash’s renewed commitment to help users build savings, invest consistently, and make smart financial decisions. Notably, 1 in 4 customers who interact with Money Coach AI go on to take a positive action, such as making an investment, depositing funds, diversifying, or turning on or adjusting Auto-Stash, within 10 minutes of interaction, demonstrating its tangible impact on behavior.²

“For too long, financial advice has been out of reach for everyday people,” said Krieg. “Stash’s mission has always been to change that. Now, by leveraging the power of AI, Stash is helping people take control of their money, understand their options, build real wealth, and secure their financial future, no matter where they’re starting from.”