You did everything right—landed the job, hit six figures, and you’re enjoying life in your city. But when it comes to your finances, you're not totally sure if you're making the right moves. Are you saving enough? Investing wisely? Spending too much? Too little? At Stash Wealth, we help high-achieving 30-somethings take control of their money without giving up the life they love. Whether it’s buying a home, investing smarter, or figuring out how much you can actually spend without guilt, we make it clear, simple, and tailored to you. It all starts with The Stash Plan - your customized roadmap to financial clarity. No generic advice. No confusing jargon. Just a real plan that helps you build wealth while still enjoying your hard-earned success. Because let’s be real—you work too hard to wonder if you’re doing it right. Learn more at www [dot] stashwealth [dot] com [slash] how-we-work
| Website | https://www.stashwealth.com |
| Revenue | $436000 |
| Employees | 7 (2 on RocketReach) |
| Founded | 2016 |
| Phone | +1 310-999-9145 |
| Technologies |
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Twitter
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G Suite
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| Industry | Financial Services, Finance, Brokerage, Investment Banking |
| Keywords | Financial Planning, Wealth Management, Financial Clarity, Investment Planning, Financial Roadmap, Portfolio Management, Retirement Planning, Personal Finance, Investment Strategies, Financial Security, Financial Wellness, Financial Advisor, Long-Term Financial Goals, Money Management, Financial Education, Debt Management, Budgeting, Tax Planning, Estate Planning |
| Competitors | Schwab Advisor Services, Ally, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Ellevest, Check Inc. (now Mint Bills) +45 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Stash Wealth employee's phone or email?
The Stash Wealth annual revenue was $436000 in 2026.
2 people are employed at Stash Wealth.
Stash Wealth is based in New York, New York.
The NAICS codes for Stash Wealth are [52393, 523, 5239, 52].
The SIC codes for Stash Wealth are [62, 628].