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Stash provides customers with education, tools and guidance to simplify and optimize spend, save and invest their money. The Invest suite of products allows people to choose from a selection of over 40 curated ETFs to build personalized portfolios that reflect their investing interests and beliefs, as well as savings goals. The company currently serves over 1.7 million clients and 5 million subscribers, with approximately 40,000 new clients joining weekly.
The Kansas financial institution is using Copper Financial's Guided Investing product that matches members to pre-designed portfolios that suit their risk profile.
Corporate wellness platform Gympass rebranded as Wellhub and is preparing for an initial public offering (IPO).
Retail Fintech venture capital (VC) deal value rose 5.0% QoQ to $2.6 billion in Q4 2023, according to recent updates from Pitchbook.