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Stash Financial, Inc.

Updated Oct 27, 2026·Latest SEC filing May 16, 2025·Suggest an edit

About Stash Financial

Stash Financial is a private company based in New York, New York. It has reported $656,494,938 raised in 11 offerings on Form D since July 2015. Its chief executive is Brandon Krieg.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
May 1, 2025May 16, 2025$187,347,589fully sold88$2.1MEquity, Offering of preferred stock and the underlying of common stock upon conversion of the preferred stock.Rule 506(b)Form D ↗
Sep 6, 2022Oct 14, 2022$52,600,000fully sold12$4.3MDebtRule 506(b)Form D ↗
Jan 19, 2021Feb 3, 2021$129,999,760fully sold13$9.9MEquityRule 506(b)Form D ↗
Feb 28, 2020May 7, 2020amended Jul 30, 2020$133,436,168of $139.9M target22$6.0MEquityRule 506(b)Form D/A ↗2 earlier filings
Feb 8, 2019Feb 22, 2019$34,555,060of $67.1M target11$3.1MEquityRule 506(b)Form D ↗
Jan 29, 2018Feb 12, 2018$37,499,930fully sold12$3.1MEquityRule 506(b)Form D ↗
Jun 28, 2017Jul 13, 2017$41,999,992fully sold7$5.9MEquityRule 506(b)Form D ↗
Dec 5, 2016Dec 14, 2016$24,849,978of $24.9M target8$3.1MEquityRule 506(b)Form D ↗
Aug 5, 2016Aug 16, 2016$9,074,995of $9.2M target4$2.2MEquityRule 506(b)Form D ↗
Jan 25, 2016Feb 8, 2016$4,009,466of $4.5M target32$125KEquityRule 506(b)Form D ↗
Jun 22, 2015Jul 2, 2015amended Aug 12, 2015$1,122,000of $1.8M target20$56,100DebtRule 506(b)Form D/A ↗1 earlier filing
Total, 11 offerings$656,494,938

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Stash Financial's Form D filed May 16, 2025.

MS
Meredith Smith
Executive officer
RK
ER
Edward Robinson
Executive officer and director
JM
Jon McNeill
Director
SH
Steven Hodgeman
Executive officer
CC
BK
Brandon Krieg
Co-Chief Executive Officer and director
DE
David Eaton
Director

Earlier filings also listed Jon McNeil (director, last listed Oct 2022), Andrew McCormack (director, last listed Oct 2022) and David Ronick (chief executive officer and director, last listed Feb 2016).

Sources

  1. SECStash Financial, Inc. Form D/A, filed May 7, 2020
  2. SECStash Financial, Inc. Form D, filed May 7, 2020
  3. SECStash Financial, Inc. Form D, filed Jul 2, 2015
  4. SECStash Financial, Inc. filing history