Stash is a U.S.-based digital financial services company that offers investing, banking, and financial education products to consumers. It helps users invest small amounts and build wealth through a subscription-based app.
Access to pre-IPO shares is available to accredited investors through UpMarket.
Stash shares are not on public exchanges. UpMarket provides accredited investors access through secondary market transactions.
Confirm eligibility under SEC Rule 501 of Regulation D. Income or net worth threshold applies.
Complete KYC/AML onboarding. Typically 1–2 business days. Licensed rep assigned on signup.
Full offering memoranda and risk disclosures provided before any commitment is required.
Review and sign subscription agreement. All documents handled digitally through the platform.
Wire transfer or ACH. $50K minimum. Funds held in custodial account until close.
Pre-IPO investments are illiquid, speculative, and involve risk of total loss of capital.
| Date | Round | PPS (split-adj.) | Valuation |
|---|---|---|---|
| Mar 2025 | Series H | ||
| Feb 2021 | Series G | $1.3B |
Stash closed a $146 million Series H round led by Goodwater Capital, with participation from Union Square Ventures, StepStone Group, Serengeti, and others. The company said the capital will support subscriber growth, product innovation, and expanded AI capabilities.
Stash says its investing app helps over 6 million Americans invest and save for the future. The platform is positioned as a mobile-first service for stocks, ETFs, and broader money management.
Forge Global describes Stash as privately held and not traded on public markets, so pre-IPO access is limited to accredited investors. That structure can constrain liquidity even as the company has raised a total of $666 million across 13 funding rounds.
Interested in Stash stock? Fill out the form above or sign up directly. Subject to availability. Accredited investors only.
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No. As of March 2026, Stash is a private company and does not trade on any public stock exchange. Accredited investors can access Stash shares through UpMarket, a FINRA-registered broker-dealer that specializes in pre-IPO investments.
Stash does not have a public stock price because it is privately held. The most recent known share price comes from its last funding round. Pre-IPO share prices on the secondary market may differ from the last round price depending on supply, demand, and market conditions.
Yes. Accredited investors can indicate interest in Stash shares through UpMarket by filling out the form on this page or creating an account at upmarket.co. All pre-IPO offerings are subject to availability and require a $50,000 minimum investment. UpMarket is a FINRA-registered broker-dealer and has brokered alternative investments since 2019.
Pre-IPO investments carry significant risks. Stash shares are illiquid, meaning there is no public market to sell them quickly. There is no guaranteed exit timeline or return. The investment is speculative in nature, and investors should be prepared for the possibility of total loss. Valuations of private companies can fluctuate substantially between funding rounds. Investors should consult their financial advisor and review all offering documents before investing.
In a pre-IPO transaction, accredited investors purchase shares from existing shareholders (such as employees, early investors, or other holders) through secondary market platforms. The company itself does not issue new shares in these transactions. UpMarket facilitates these trades as a FINRA-registered broker-dealer, handling compliance, documentation, and settlement on behalf of both parties.
There are two primary exit paths for pre-IPO holdings: selling your shares on the secondary market to another buyer, or holding until the company completes an IPO or is acquired. Both paths are subject to transfer restrictions, company approval (right of first refusal), and market conditions. The timing of any exit is unpredictable, and investors should plan for a multi-year holding period.
The minimum investment for most pre-IPO offerings on UpMarket is $50,000. This amount may vary depending on the specific offering and share availability. There are no fees to create an UpMarket account or browse available investments. Investors only pay transaction-related fees when they complete an investment.
UpMarket's valuation estimate of is derived from a proprietary model that incorporates multiple data sources: funding round data (Caplight), revenue estimates (Sacra), secondary market pricing, and public company comparables. The model applies a private company discount to the public comp multiple to account for illiquidity and information asymmetry. This estimate is not investment advice and may differ substantially from the price at which shares actually trade.
Stash generated $125M in 2024 revenue as a U.S. digital financial services platform offering investing, banking, and financial education products, and raised a $146M Series H to scale subscriber growth — accredited investors can access Stash stock through UpMarket.