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Stash’s advanced AI-powered financial guidance platform translates expert-level investing strategies into real-time, personalized recommendations; 1 in 4 customers who interact with Money Coach AI go on to take a positive action, within 10 minutes of interaction

May 13, 2025 //  by Finnovate

Stash has secured $146 million in a Series H funding round to deepen its investment in AI for its financial guidance platform. The investment will accelerate product innovation, drive subscriber growth, and further develop Stash’s AI capabilities. Central to this strategy is Money Coach AI, an advanced financial guidance platform that translates expert-level investing strategies into real-time, personalized recommendations for everyday users. Money Coach AI has already reshaped how millions of Americans engage with their money and think about their personal finances. From helping customers pick their first investment to providing personalized diversification guidance, Money Coach AI helps customers get started and make saving and investing a habit that sticks. With 2.2 million user interactions already, Money Coach AI will serve as the cornerstone of Stash’s renewed commitment to help users build savings, invest consistently, and make smart financial decisions. Notably, 1 in 4 customers who interact with Money Coach AI go on to take a positive action, such as making an investment, depositing funds, diversifying, or turning on or adjusting Auto-Stash, within 10 minutes of interaction, demonstrating its tangible impact on behavior. Through its scalable approach, Stash is demonstrating that AI can do more than automate; it can empower users by helping them make informed financial decisions in real-time.

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