Automated and simplified investing platforms
Broker Review
Ed Robinson
Founded or launched in 2015 by Brandon Krieg, Ed Robinson and David Ronick, Stash mixes guided portfolio construction, banking tools and subscription-based financial coaching. Its service model, regulatory registrations and custody arrangements should be considered together because the customer-facing name may span more than one legal entity. The company is privately held or not separately listed, so no public market capitalization is available.
Strengths
- Mixes guided portfolio construction, banking tools and subscription-based financial coaching
Drawbacks
- At Stash, customers surrender security selection and may incur advisory, fund, tax or cash-allocation costs that are not obvious from the headline fee
Profile
What you can trade
Stash invests through its own model universe of ETFs or funds and performs allocation and rebalancing for the customer; this managed account is not designed for security-by-security trading.
Account types
Individual taxable and IRA managed accounts, with joint, trust or goal-specific registrations depending on the adviser. The registration structure reflects the fact that the service mixes guided portfolio construction, banking tools and subscription-based financial coaching.
Platform
Stash is managed primarily through its consumer web portal and iOS/Android application; trading control is intentionally simpler than an active-broker terminal. The resulting workflow is tailored to a business that mixes guided portfolio construction, banking tools and subscription-based financial coaching.
Who it suits
Best suited to Stash customers whose principal requirement is the capability described in this profile, rather than investors choosing a broker only because of a zero-commission headline.
Where it is offered
Stash is principally offered to eligible U.S. residents who can supply a Social Security number, domestic address and tax certification. Policies for territories, citizens living abroad and international applicants are specific to this firm.
Regulation and sources
Official website: https://stash.com/ Regulatory status should be verified through FINRA BrokerCheck, SEC/IAPD, NFA BASIC, state regulators or applicable alternative-asset disclosures. Last verified: 2026-08-11.