Stash announced a potential IPO. “Stash, a startup that aims to offers lower and middle income consumers an affordable way to invest, has aspirations to go public in the relatively near future. As part of that effort, the company also announced today that Amy Butte, former CFO of the New York Stock Exchange, has been tapped to serve as its first independent audit chair.” — TechCrunchon October 13, 2023.
Company details
Stash was founded in 2015 by David Ronick, Brandon Krieg, and Edward Robinson. Stash announced its IPO in October 2023, according to a report in TechCrunch. However, no official date has been confirmed.
Stash is a subscription-based personal finance app. Per Forge data, Stash has raised a total of $666 million over 13 funding rounds. Their latest funding round was on May 12, 2025, in a Series E round. Key investors include Goodwater Capital.
These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.
Stash is a privately held company and is not publicly traded, therefore investing in Stash pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
Can you sell shares of Stash before it goes public?
You can seek to sell your shares in Stash while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.
What is the pre-IPO value of my Stash shares?
To determine the value of your Stash shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Stash shares. You can also learn more about how to sell your private shares before getting started.
Is Stash a publicly traded company?
If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.
To learn more about Stash potential IPO
Will Stash go IPO?
Stash has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2025.
What is Stash’s IPO price?
The Stash IPO price does not exist at this time, as Stash is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Stash register for Forge Markets, today.
When was Stash founded?
Stash was founded in 2015.
What is Stash funding to date?
Stash has raised $395.79MM to date.
Stash major investors
Entrée Capital
Goodwater Capital
Lendingtree
Owl Ventures
T. Rowe Price
Stash funding rounds and valuation
Funding history chart
Funding round details
Funding Date
Share Class
Amount Raised
Price per Share
Post-Money Valuation
Key Investors
05/12/2025
Series H-1
$55.8MM
$xx.xx
$372.83MM
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
Price per Share
$xx.xx
Shares Outstanding
33,416,713
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
05/12/2025
Series H-4
$26.77MM
$xx.xx
$372.83MM
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
Price per Share
$xx.xx
Shares Outstanding
16,031,919
Liquidation Pref Order
3
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
05/12/2025
Series H-2
$63.44MM
$xx.xx
$372.83MM
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
Price per Share
$xx.xx
Shares Outstanding
42,213,585
Liquidation Pref Order
2
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Goodwater Capital, Serengeti Asset Management, Stepstone Group, T. Rowe Price, Union Square Ventures, University Of Illinois Foundation
10/13/2023
Series H-3-G-1
$6.74MM
$xx.xx
$505.78MM
Goodwater Capital, T. Rowe Price, Union Square Ventures
Price per Share
$xx.xx
Shares Outstanding
612,574
Liquidation Pref Order
3
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Goodwater Capital, T. Rowe Price, Union Square Ventures
02/03/2021
Series H-3-G
$61.07MM
$xx.xx
$1.39B
Eldridge, Entree Capital, Goodwater Capital, Owl Ventures, T. Rowe Price
Price per Share
$xx.xx
Shares Outstanding
1,629,597
Liquidation Pref Order
3
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Eldridge, Entree Capital, Goodwater Capital, Owl Ventures, T. Rowe Price
04/29/2020
Series H-3-F
$37.72MM
$xx.xx
$839.74MM
Breyer Capital, Goodwater Capital, Greenspring Associates, Lendingtree, T. Rowe Price, Union Square Ventures
Price per Share
$xx.xx
Shares Outstanding
1,505,414
Liquidation Pref Order
3
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
6.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Breyer Capital, Goodwater Capital, Greenspring Associates, Lendingtree, T. Rowe Price, Union Square Ventures
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