Stash Invest

Stash Investments LLC, also known as Stash, is a registered investment adviser based in New York, established in August 2017. The firm manages approximately $178 million on a discretionary basis and $3.9 billion on a non-discretionary basis as of December 31, 2024. Stash specializes in providing investment advisory services, including wrap fee programs and financial counseling, primarily through web-based solutions and online resources. The firm utilizes Artificial Intelligence tools, such as the Stash Money Coach, to offer personalized advice and assistance to clients. Stash offers wrap fee programs with two tiers of services, providing various account types and investment options. Clients have the option to receive financial counseling services if they do not open specific accounts. Stash does not receive compensation from ETF companies for recommendations and does not engage in performance-based fees. Clients are not required to make a minimum commitment for financial counseling services, and there is no minimum deposit to open various account types. Stash charges tiered fees for its services, payable monthly or annually. The firm may receive compensation from its custody and clearing firm, Apex, which may create conflicts of interest. Stash also offers referrals to third-party professionals and provides access to insurance and cash management services through its affiliates. Stash does not have any disciplinary events to disclose and does not engage in futures trading activities. The firm has policies in place to address potential conflicts of interest, and clients have access to real-time reporting on their accounts. Stash does not vote on proxy statements for client investments and does not have any financial conditions that may impair its ability to meet client commitments.