StashAway is a wealth management platform that utilizes algorithm-driven portfolio management to create customized investment strategies for both retail and accredited investors. By offering low fees and no minimum investment requirements, it addresses the challenge of accessible, personalized investment solutions that align with individual risk preferences and financial goals.
Funding
$12.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals find it challenging to access personalized investment strategies that align with their specific risk preferences and financial goals due to high fees and investment minimums associated with traditional wealth management platforms. This lack of accessibility prevents many retail investors from effectively building long-term wealth.
Solution
StashAway is a digital wealth management platform that provides customized investment strategies through algorithm-driven portfolio management. The platform offers both expert-managed and customizable portfolios, including options for general investing, responsible investing with ESG factors, income investing, and thematic portfolios. StashAway also provides cash management solutions, allowing users to earn returns on their cash with ultra-low risk. The platform aims to simplify investing by offering diversified portfolios built with low-cost ETFs and intelligent risk management to navigate varying economic conditions.
Target Audience
StashAway targets both retail and accredited investors seeking accessible, personalized investment solutions that align with their individual risk preferences and financial goals.
Features
- Globally-diversified portfolios built with low-cost ETFs
- Custom portfolio creation by selecting assets and adjusting allocations
- Cash management solutions with competitive rates
- Dollar-cost averaging automation
- Risk-adjusted asset allocation powered by BlackRock
- Access to various investment options, including General Investing, Responsible Investing with ESG, Income Investing, and Thematic Portfolios
- Financial planning tools and calculators
- Secure server infrastructure with funds held in a separate custodian account
- Mobile app for on-the-go investment monitoring