Stash

Stash develops a personal finance application to combine banking, investing, and advice into one platform. Its application's services include personal investment accounts, retirement accounts, and custodial accounts for minors. It also provides the option to buy fractional shares of stocks, bonds, and funds with no add-on trading commissions to help users save small sums of money and make micro-investments.

Sarah Spagnolo

VP, Communications

1 past transactions

PayGrade

Acquisition in 2021
PayGrade is a technology company that specializes in financial literacy education. It develops a learning platform that simulates real-world banking and investment scenarios, enabling schools to teach students practical money management skills.
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