Stash Wealth is a financial planning and investment management firm for HENRYs [High Earners, Not Rich Yet]. Historically, financial planning has been an expensive process only accessible to the super-wealthy. At Stash Wealth, we believe everyone deserves these services, and we’ve made them attainable using technology and a modern, no-bullsh*t approach. Our signature service, the Stash Plan has revolutionized the industry by going beyond the boring basics (like retirement and insurance) to help clients across the country plan for the future and achieve their own unique lifestyle goals.
View Top Employees from Stash WealthWebsite | https://www.stashwealth.com |
Revenue | $436000 |
Employees | 8 (8 on RocketReach) |
Founded | 2013 |
Phone | (212) 913-9904 |
Technologies |
HTML,
Twitter,
G Suite
+11 more
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Industry | Financial Services, Finance, Brokerage, Investment Banking |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Stash Wealth employee's phone or email?
The Stash Wealth annual revenue was $436000 in 2024.
Megan Powell is the Head Of Communications of Stash Wealth.
8 people are employed at Stash Wealth.
Stash Wealth is based in New York, New York.
The NAICS codes for Stash Wealth are [52393, 52, 523, 5239].
The SIC codes for Stash Wealth are [628, 62].