Stash Wealth

www.stashwealth.com

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 it 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.

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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 it 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.

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Employees

11-50

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Head of Communications

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Associate

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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