Overview of Transaction

• On May 12, 2025, Stash, a leading platform dedicated to empowering millions to build their financial futures, announced the closing of a $146 million Series H funding round
• This round was led by Goodwater Capital, alongside returning investors such as Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, as well as funds and accounts advised by T. Rowe Price Investment Management, Inc.
• Founded in 2015, Stash provides users with access to a suite of simple, automated solutions designed to help people find security and peace of mind through saving and investing; the Company has 1.3 million paying subscribers and $4.3 billion in assets under management on its platform

Significance of Transaction

• The new capital will accelerate Stash’s mission to make expert financial guidance accessible to everyone and deepen Stash’s investment in AI to transform its financial guidance capabilities
• This transaction underscores substantial investor confidence in the strategic vision and leadership of co-founders and co-CEOs Brandon Krieg and Ed Robinson, who recently returned to Stash to lead the next phase of growth for the company
• Under their leadership, Stash has achieved profitability, strengthened its core subscription model, and elevated its AI capabilities through the launch of innovative solutions like Money Coach AI

FT Partners' Role

• FT Partners served as the exclusive strategic and financial advisor to Stash
• The transaction highlights FT Partners’ deep domain expertise and successful track record in the Wealth Tech and Consumer FinTech spaces