Stash IPO: Investment Opportunities & Pre-IPO Valuations

Company details

Stash was founded in 2015 by David Ronick, Brandon Krieg, and Edward Robinson. Stash announced its IPO in October 2023.

Stash is a subscription-based personal finance app. The company has partnerships with Mastercard, Stride Bank, Marqeta, Mambu, and Alloy. As of February 2023, Stash has more than 2 billion subscribers and $3 billion in assets under management. The company has raised more than $450 million in venture capital funding from investors including Eldridge, NEA, Owl Ventures, Goodwater Capital, and Entree Capital. The company was valued at $1.4 billion in 2021.

These comments should not be interpreted to mean that the company is formally pursuing or foregoing an IPO.

stash.com

Sector

Fintech

Subsector

Personal Finance

Founded

2015

Headquarters

New York, NY, United States

Forge Price ¹

Price not yet available

Post-Money Valuation ³

$419.98MM

Total Funding

$613.88MM

LFR Price per Share

$xx.xx

Last Funding Share Class

Series H-1

Learn more about Stash

To invest in Stash pre-IPO

Can you invest in Stash pre-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 $613.88MM to date.

Stash major investors

Lendingtree

Goodwater Capital

T. Rowe Price

Breyer Capital

Coatue Management

Valar Ventures

Entrée Capital

Owl Ventures

Eldridge

Union Square Ventures

Entr�E Capital

Greenspring Associates

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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	$419.98MM	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	$419.98MM	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	$419.98MM	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	$3.37MM	$xx.xx	$505.78MM	Goodwater Capital, T. Rowe Price, Union Square Ventures
Price per Share $xx.xx Shares Outstanding 306,287 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
	10/13/2023	Series G-1	$3.37MM	$xx.xx	$505.78MM	Goodwater Capital, T. Rowe Price, Union Square Ventures
Price per Share $xx.xx Shares Outstanding 306,287 Liquidation Pref Order 4 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	$65MM	$xx.xx	$1.39B	Eldridge, Entree Capital, Goodwater Capital, Owl Ventures, T. Rowe Price
Price per Share $xx.xx Shares Outstanding 1,734,362 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
	02/03/2021	Series G	$65MM	$xx.xx	$1.39B	Eldridge, Entree Capital, Goodwater Capital, Owl Ventures, T. Rowe Price
Price per Share $xx.xx Shares Outstanding 1,734,362 Liquidation Pref Order 4 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	$69.97MM	$xx.xx	$839.74MM	Breyer Capital, Goodwater Capital, Greenspring Associates, Lendingtree, T. Rowe Price, Union Square Ventures
Price per Share $xx.xx Shares Outstanding 2,792,090 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
	04/29/2020	Series F	$69.97MM	$xx.xx	$839.74MM	Breyer Capital, Goodwater Capital, Greenspring Associates, Lendingtree, T. Rowe Price, Union Square Ventures
Price per Share $xx.xx Shares Outstanding 2,792,090 Liquidation Pref Order 4 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
	03/12/2019	Series H-3-E	$36.68MM	$xx.xx	$534.23MM	Breyer Capital, Coatue Management, Entree Capital, Goodwater Capital, Union Square Ventures, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,789,441 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, Coatue Management, Entree Capital, Goodwater Capital, Union Square Ventures, Valar Ventures
	03/12/2019	Series E	$36.68MM	$xx.xx	$534.23MM	Breyer Capital, Coatue Management, Entree Capital, Goodwater Capital, Union Square Ventures, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,789,441 Liquidation Pref Order 4 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, Coatue Management, Entree Capital, Goodwater Capital, Union Square Ventures, Valar Ventures
	02/12/2018	Series H-3-D	$18.75MM	$xx.xx	$336.48MM	Breyer Capital, Coatue Management, Entree Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,271,238 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, Coatue Management, Entree Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures, Valar Ventures
	02/12/2018	Series D	$18.75MM	$xx.xx	$336.48MM	Breyer Capital, Coatue Management, Entree Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,271,238 Liquidation Pref Order 4 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, Coatue Management, Entree Capital, Goodwater Capital, Greenspring Associates, Union Square Ventures, Valar Ventures
	07/13/2017	Series H-3-C	$21MM	$xx.xx	$255.73MM	Breyer Capital, Coatue Management, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,696,284 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, Coatue Management, Goodwater Capital, Valar Ventures
	07/13/2017	Series C	$21MM	$xx.xx	$255.73MM	Breyer Capital, Coatue Management, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,696,284 Liquidation Pref Order 4 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, Coatue Management, Goodwater Capital, Valar Ventures
	12/14/2016	Series H-3-B	$12.42MM	$xx.xx	$103.52MM	Breyer Capital, Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 2,007,268 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, Entree Capital, Goodwater Capital, Valar Ventures
	12/14/2016	Series B	$12.42MM	$xx.xx	$103.52MM	Breyer Capital, Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 2,007,268 Liquidation Pref Order 4 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, Entree Capital, Goodwater Capital, Valar Ventures
	08/17/2016	Series H-3-A	$4.62MM	$xx.xx	$30.58MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,655,094 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 Entree Capital, Goodwater Capital, Valar Ventures
	08/17/2016	Series A	$4.62MM	$xx.xx	$30.58MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 1,655,094 Liquidation Pref Order 4 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 6.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Entree Capital, Goodwater Capital, Valar Ventures
	02/09/2016	Series H-3-Seed-2	$1.5MM	$xx.xx	$14.26MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 814,146 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 Entree Capital, Goodwater Capital, Valar Ventures
	02/09/2016	Series Seed-2	$1.5MM	$xx.xx	$14.26MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 814,146 Liquidation Pref Order 4 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 6.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Entree Capital, Goodwater Capital, Valar Ventures
	02/09/2016	Series H-3-Seed-1	$623,321.15	$xx.xx	$14.26MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 540,655 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 Entree Capital, Goodwater Capital, Valar Ventures
	02/09/2016	Series Seed-1	$623,321.15	$xx.xx	$14.26MM	Entree Capital, Goodwater Capital, Valar Ventures
Price per Share $xx.xx Shares Outstanding 540,655 Liquidation Pref Order 4 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 6.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Entree Capital, Goodwater Capital, Valar Ventures

Access Stock Price

Private companies exploring an IPO

					Last Funding Round
Company		Forge Price	Forge Price Change ⁵	Last Closed Trade	Share Class	Post-Money Valuation	Price per Share	Amount Raised
	Anduril	$42.52	+42.78%	$xx.xx	Series G	$28B	$xx.xx	$2.58B
	Cerebras	$29.85	+3.72%	$xx.xx	Series F-1	$2.87B	$xx.xx	$420MM
	Discord	$239.72	+6.61%	$xx.xx	Series I	$15.2B	$xx.xx	$500MM
	Klarna	$37.31	+21.02%	$xx.xx	Unknown	--	--	--
	Kraken	$22.64	+0.94%	$xx.xx	Series B	$5.52B	$xx.xx	$52.5MM
	Figure	$5.76	+7.87%	$xx.xx	Series D	$3.33B	$xx.xx	$220MM
	Liquid Death	$9.00	-6.25%	$xx.xx	Series F-1	$1.4B	$xx.xx	$67.61MM
	Figma	$38.00	+0.03%	$xx.xx	Series E	$10B	$xx.xx	$200MM
	Circle	$30.00	+17.65%	$xx.xx	Series F	$8.05B	$xx.xx	$401MM
	Chime	$31.50	+0.8%	$xx.xx	Series G	$24.93B	$xx.xx	$1.1B

See Tech IPO Calendar

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Stash IPO