CompaniesdividerStash Wealth

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Stash Wealth

linklinkedinfacebooktwitter

stash wealth is not your father’s financial advisor. as home of the h.e.n.r.y.s™ [high earners, not rich yet] since 2013, stash works with 20- and 30-somethings who are making good money and want something to show for it. stash gets that financial planning has historically been an expensive process reserved for the wealthy. they've thrown that model out and made it attainable and relevant for our generation. as a registered investment advisor based in new york, stash is growing rapidly and currently works with clients in 34 states and counting. their signature stash plan® has revolutionized the planning industry by putting lifestyle and goals first, rather than retirement and investments. stash wealth is eager to usher in a new era of what it means to be money savvy with their no-b.s. approach. www.stashwealth.com

Headquarters:
Charlotte, North Carolina, United States
Industry:
Financial Services
Founded:
2013
Employees:
10
Annual Revenue:
-
Type: Private
Ticker: -
United States 10
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Stash Wealth

Let us help answer the most common questions you might have.

Where is Stash Wealth located?

angle left

Stash Wealth's headquarters is located at Charlotte, North Carolina, United States

What is Stash Wealth's official website?

angle left

Stash Wealth's official website is stashwealth.com

What is Stash Wealth's SIC code?

angle left
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Stash Wealth's NAICS code?

angle left
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Stash Wealth have?

angle left

Stash Wealth has 10 employees

What industry does Stash Wealth belong to?

angle left

Stash Wealth is in the industry of: Financial Services

What are Stash Wealth's social media links?

angle left

Stash Wealth Facebook page
Stash Wealth Twitter page
Stash Wealth Linkedin page

Browse other Companies

ABCDEFGHIJKLMNOPQRTSUVWXYZ

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distro is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog