Company profile: Stash
1.1 - Company Overview
Company description
- Provider of a personal finance application that combines banking, investing, and advice in one platform, offering personal investment, retirement, and custodial accounts for minors, and enabling the purchase of fractional shares of stocks, bonds, and funds with no add-on trading commissions.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Stash
Fidessa
HQ: United Kingdom
Website
- Description: Provider of trading, investment and information solutions for the financial community, offering an integrated equities trading platform with execution, order management and middle office processing; liquidity-seeking strategies; equity swaps automation; intelligent execution algorithms; and a front-to-back suite for cleared derivatives covering execution, order management and post-trade processing.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Penny
HQ: United States
Website
- Description: Provider of a personal finance app that helps users track income and spending by accessing statement history with permission, using that information to manage finances and delivering chat-based updates on monthly performance and forecasts of where users will be next.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Dynamo Software
HQ: United States
Website
- Description: Provider of a configurable, cloud-based investment management platform for the alternative asset industry that consolidates front, middle, and back office operations for GPs, LPs, and service providers, with modules for investor relations, deal management, portfolio monitoring, fund accounting integration, and an investor portal.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Forex.com
HQ: United States
Website
- Description: Provider of web, mobile, and MetaTrader trading platforms with tools for market analysis, order entry, and trade management. Enables trading in 80+ FX pairs (tight spreads and low commissions), 15+ global indices, 5,500+ stock CFDs with extended hours on leading US stocks, leading cryptocurrencies like Bitcoin and Ethereum, and commodities such as oil and gold.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Forex.com company profile →
Clarify Wealth
HQ: United States
Website
- Description: Provider of financial planning and investment advice, including retirement planning, risk management, college planning, estate planning, and charitable donations services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Clarify Wealth company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Stash
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Stash
2.2 - Growth funds investing in similar companies to Stash
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4 - Top valuation comps for Stash
4.2 - Public trading comparable groups for Stash
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