Stash Wealth
www.stashwealth.comStash 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.
Read moreStash 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.
Read moreCountry
State
North Carolina
City (Headquarters)
Charlotte
Employees
11-50
Founded
2013
Estimated Revenue
$1 to $1,000,000
Social
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Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Chief Technology Officer
Email ****** @****.comPhone (***) ****-****Head of Communications
Email ****** @****.comPhone (***) ****-****Operations Associate
Email ****** @****.comPhone (***) ****-****
Technologies
(39)