Stash

Welcome to the platform VistaShares!

Exciting momentum continues to build at Stash. Onwards and Upwards!

“The most expensive lessons in life are the ones we’re never taught.” We’re changing that with #Learn&Earn — now live on iOS at Stash. Real lessons. Real rewards. Real progress. 🔥 It's our newest way to help people build good money habits and get rewarded with stock for it. Why we built it: Starting to invest can feel overwhelming. And at Stash, our mission is to help people build long-term wealth, no matter where they start and education is a core component of building confidence. We've seen from our data that automation works: ✅ Customers who invest regularly with Auto-Stash tend to stick with it and grow their wealth over time ❌ Those who invest manually are more likley to fall off track. So we asked ourselves: 📚 What if learning about money felt like progress, not homework? 🔁 What if financial education created real momentum and habits that last? 🎁 What if you got rewarded with stock just for showing up? That's what Learn & Earn is all about: Short, actionable financial lessons paired with stock rewards and personalized next steps. We're helping customers do the work and build financial confidence, while actually earning. What we're seeing so far: ✅ Off-the-charts engagement out of the gate ✅ Strong participation within days of launch ✅ High click-throughs on next steps It's early but this has the potential to move the needle across customer education, engagement, and retention. We're just getting started -- New lesson modules drop weekly - all designed to the behavioral science of habit formation. Huge shoutout to the dream team who brought this to life: Stephanie Lo, Carissa Galloway, Joe Cronyn, Clare Ellis, Beth Young and all the engineers, marketers, designers and compliance behind the scenes. You sprinted, you iterated, and you made something that matters. What important lessons about investing did you learn the hard way? Share so we can add it to the syllabus #FinancialLiteracy #AutoStash #WealthBuilding

“We’re optimizing cross-functional synergies and leveraging scalable efficiencies to drive paradigm-shifting impact at scale.” …wait, what??  Corporate jargon is a running joke, but finance takes it to another level. After nine years running Stash and helping millions of Americans with their money, here’s something I’ve learned:  Real sophistication means clarity, not complexity. But this isn’t just about annoyance - it’s about evolution. A massive generational wealth transfer is underway, with younger generations inheriting trillions. They’re demanding clarity and transparency, not confusing sales pitches filled with buzzwords. They want intuitive, technology-driven experiences that work seamlessly on their phones, without the unnecessary complexity. If financial institutions don’t evolve, these investors will take their money elsewhere – to platforms, human advisors, or a hybrid of the two that combine both and are powered by AI. The future isn’t about choosing between humans and technology, it’s about using AI to bridge the two to deliver personalization and clear value at scale. Exclusivity disguised as expertise no longer cuts it.  In the meantime, let’s cut through the noise. Here’s your official No-BS Wealth Management Jargon Glossary: 50/30/20 budget -  Don't get me started on this one! A well-intentioned rule that assumes your rent, groceries, and life haven’t been completely wrecked by inflation. Good starting point, but not gospel. Fiduciary Duty – A fancy way of saying, “I legally have to act in your best interest.” (Why is this not the default?) Holistic Financial Planning – A detailed budget that looks really impressive. Alpha – When your financial advisor highlights the wins but conveniently forgets the losses (and fees). Beta – How much your portfolio panics when the market moves. Tax-Loss Harvesting – Losing money on purpose, so you can tell the IRS, “See? I suffered.” Decumulation Strategy – A sophisticated way of saying, “how do I spend my money without going broke?” Liquidity Event – A big sale or transaction that brings in a lot of capital (often followed by celebratory high-fives.) Horizon-Based Investing – Planning investments based on when you think you’ll need the money (spoiler: life happens). Alternative Investments – What rich people invest in when they get bored of stocks. Comprehensive Wealth Solutions – No one knows what this actually means, but it sounds expensive. Finance shouldn’t be a secret language. The future belongs to people and platforms that make investing and advice clear and actually useful. What’s the worst finance buzzword you’ve heard? Drop it in the comments. #WealthManagement #Investing #FinanceWithoutTheBS

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Stash’s mission is to help people build long-term wealth, no matter their starting point. 📈 Great to see data reinforcing that—Stash investors are staying the course and focusing on the future! 🚀 #Investing #StockMarket #Stash

Stash’s mission is to help people build long-term wealth, no matter their starting point. Thanks, Fast Company, for recognizing our work, and for the 2025 Most Innovative Company award! https://lnkd.in/ePRQ5zcN #FCMostInnovative

Building a great company isn’t just about having the right strategy, it’s about fostering a culture where people feel empowered to think big, take risks, and push boundaries. Ed Robinson and I couldn’t be prouder of our team after our latest Stash Hackathon. Last week, teams across the company—engineers, product, designers, marketing, compliance, operations, trading, and more—came together to reimagine how people invest, save, and grow their money. Engineers teamed up with compliance to build AI-powered tools. Product and ops brainstormed ways to make investing easier for families. Designers and marketers reimagined how we bring financial education to life. The energy was infectious and the creativity was off the charts. I won’t pick favorites, but let’s just say when you see hacks named Sticky Children, AdvisorGPT, and Stock-Back® Against Inflation, you know people brought their A-game. AI-powered investing tools, a very unique way for friends to send stock, and plenty of other ambitious ideas got us all thinking about what’s next to help our millions of customers. Right now, Stash customers deposit an average of $45 per week – and our goal with all our offerings is to make those small, steady contributions add up to something significant over time. But here’s the best part—this wasn’t just for fun (though it was fun). Some of these ideas will actually make their way into Stash. Real innovation happens when smart, passionate people across every part of the company come together to experiment and challenge the status quo. And at the center of it all are our customers. Every idea, every hack, every brainstorming session was about making investing easier, smarter, and more rewarding for people to invest in their futures. PS. Have a hack that you would have pitched? Send it my way - brandon@stash.com.

Thank you to our incredible Stash team for making this milestone possible. 💙

🌟For the first time in company history, Stash’s AUM hit $4 billion.🌟 Mega milestone achieved for our amazing customers who achieve their goals by investing small amounts starting at $5 and $10—once again proving small amounts and consistency add up. Participating in the market over the long-term means that our customers benefit when the market surges, as it has this week. In the words of our co-founder Brandon Krieg, “We couldn’t be more excited for you!” It’s a huge milestone for Stash and there’s so much more ahead. Congratulations to our millions of subscribers. Ed Robinson Sarika Doshi, Douglas Feldman, Steven Hodgeman, Scott Jones, Lauren McKenzie, Alexandra Phelan, Andrew O'Toole, Joel Parrish, Meredith Smith, CoDi Stenson, MBA, MA, Garrett Wright