Stash Wealth

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1422 S Tryon St Fl 3, Charlotte, North C...

Phone Number

(212) 913-9904

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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2

About Stash Wealth

Stash Wealth is a virtual financial advisory firm tailored for high-achieving individuals in their 30s, particularly those who are high earners but not yet wealthy. The company focuses on helping clients balance their current lifestyle with future financial goals through personalized financial strategies. Stash Wealth aims to empower millennials to maintain their lifestyle while planning for their financial future. Their services include The Stash Plan, which provides a customized roadmap for achieving financial aspirations.Explore more
Stash Wealth's Social MediaPopular SearchesStash Wealth LLCStash WealthStash Wealth Holdings IncSIC Code 62,628NAICS Code 52,523Show more

Stash Wealth Org Chart

PM
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
CM
United States flag for contact location.

Senior Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stash Wealth

<$5M
1-10
Private
-
2013
PM
Priya MalaniFounder & CEO
$5.2M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1950
TB
Taylor BellChief Operating Officer & Chief Compliance Officer
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
11-50
Private
<$5M
2009
RC
Rafael CarrenoManaging Partner
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2013
MB
Megan BrantleyVice President, Research
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stash Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stash Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stash Wealth.

Stash Wealth Tech Stack

Stash Wealth News & Media

Top Finance Companies

Frequently Asked Questions Regarding Stash Wealth

What is Stash Wealth's official website?
Stash Wealth's official website is www.stashwealth.com
What is Stash Wealth's Revenue?
Stash Wealth's revenue is <$5 Million
What is Stash Wealth's SIC code?
Stash Wealth's SIC: 62,628
What is Stash Wealth's NAICS code?
Stash Wealth's NAICS: 52,523
How many employees does Stash Wealth have?
Stash Wealth has 1-10 employees
What industry does Stash Wealth belong to?
Stash Wealth is in the industry of: Finance, Securities Trading
What is Stash Wealth competition?
Stash Wealth top competitors include: Colton Groome, BridgeLight Insurance, LendingRobot, LikeFolio
What technology does Stash Wealth use?
Some of the popular technologies that Stash Wealth uses are: Cloudflare Rocket Loader, Lucky Orange, WordPress.org, Cloudflare Website Optimization
How do I contact Stash Wealth?
Stash Wealth contact info: Phone number: (212) 913-9904 Website: www.stashwealth.com
What does Stash Wealth do?

Stash Wealth is a virtual financial advisory firm tailored for high-achieving individuals in their 30s, particularly those who are high earners but not yet wealthy. The company focuses on helping clients balance their current lifestyle with future financial goals through personalized financial strategies. Stash Wealth aims to empower millennials to... maintain their lifestyle while planning for their financial future. Their services include The Stash Plan, which provides a customized roadmap for achieving financial aspirations.Read More

What are Stash Wealth social media links?
Stash Wealth Linkedin page Stash Wealth Twitter page Stash Wealth Facebook page
Is Stash Wealth a public company?
Stash Wealth is private company therefore does not currently have an official ticker symbol
See more information about Stash Wealth

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