Stash, a personal investment platform, has secured $146 million in a Series H funding round led by Goodwater Capital. The New York-based company plans to use the funds to deepen its investment in artificial intelligence (AI) for its financial guidance platform. “For a decade, Stash has helped millions take control of their financial futures,” Stash Co-Founder and Co-CEO Ed Robinson said in a press release.
“Now, we’re doubling down — transforming how people save, invest, and build long-term wealth with AI-powered intelligence at the core.”
Stash’s platform currently has 1.3 million paying subscribers and $4.3 billion in assets under management. The company highlighted the success of its recently launched Money Coach AI, a platform that assists customers in building savings and starting investments, which has recorded 2.2 million customer interactions. According to the release, one in four customers who interacted with the platform went on to make an investment, deposit funds, diversify, or take other positive financial actions.
Chi-Hua Chien, founder and managing partner at Goodwater Capital, remarked that Stash is “laser-focused on innovation and growth, setting a new industry standard.” He added, “Stash isn’t just using AI to enhance its platform — it’s using AI to transform how people engage with their money.
Funding accelerates AI-driven financial growth
The company’s momentum is undeniable, and we are proud to support this next frontier in FinTech.”
This investment comes at a pivotal time as more consumers turn to digital financial tools for guidance amid economic headwinds that have left them worried about their financial future.
Stash aims to leverage this funding to further integrate AI into its platform and provide more tailored, intelligent financial assistance to its growing user base. The company’s recent initiatives include the Learn & Earn program, which offers users short, actionable financial lessons combined with stock rewards and personalized guidance. Stash has also introduced the VistaShares ETF, providing exposure to 80 public stocks that reflect the entire AI supply chain.
“Tech advances should create opportunities for all of us, not just the privileged few. The AIS ETF is one way we’re making that happen, letting our community build wealth by being part of the AI supercycle,” Co-Founder and Co-CEO Brandon Krieg noted in a recent LinkedIn post. With this latest funding round, Stash has now raised a total of $666 million in reported equity funding since its founding in 2015.
The company plans to use the new capital to drive subscriber growth, accelerate product innovation, and enhance its AI capabilities, aiming to expand its financial guidance to a broader range of customers and improve its AI-powered advisory services.