FinovateFall 2017 / Stash Invest

Presenter Profile:

How they describe themselves: Stash is a mobile-first investment platform that helps simplify investing through education and an intuitive user experience. Investors can customize their own portfolio starting with as little as $5, and receive ongoing guidance through the Stash App. Stash has simplified investing and is on a mission to empower a new generation of investors, giving everyone access to financial opportunity.

How they describe their product/innovation: Stash Retire simplifies how investors can save and invest for retirement. Stash started with a mission to make investing accessible to everyone. Now we’re taking saving to the next level by offering Roth IRA accounts. Stash is offering its investors the lowest fee, self-directed Roth IRA account available. It’s just $100 to start and investor enjoy all the same benefits and features found in their Stash Invest accounts including Auto-Invest and $5 investment minimums.

Product distribution strategy: Direct to Consumer (B2C)


Bus. Dev. & Sales: Giff Carter, CRO, Stash Invest,
Press: Ally Federbush,

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