Dash Financial

Chicago, United States Founded: 2009 • Age: 17 yrs Acquired By ION Group
Trading technology and services for order execution are provided.

About Dash Financial

Dash Financial is a Technology company based in Chicago (United States) founded in 2009, and was acquired by ION Group in December 2020. Trading technology and services for order execution are provided. Dash Financial has raised $7.5 million across 2 funding rounds from investors including ION Group, Flexpoint Ford and Gtcr.net. The company has 106 employees. Dash Financial has completed 1 acquisition, including eRoom Securities. Dash Financial offers products and services including Execution Services, Options Algos, DASH ATS, Equity Algos, and Analytics. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is DASH FINANCIAL LLC. Its competitors include Clear Street, Saphyre and IPC; 2 of its 3 listed competitors have raised funding.

Company details

Dash Financial was founded in 2009 in Chicago, United States, within the trading technology sector. Tools such as Dash360, Smoke, and Sensor are offered, with Dash360 serving as the flagship web-based dashboard. Order execution is optimized through routing, cost management, and performance analysis, while client transparency is maintained. Consulting and concierge services are also extended to customers.

  • Headquarters Chicago, United States
  • Employees 106
  • Stage Acquired
  • Sectors
    Technology
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website dashfinancial.com
  • Social LinkedIn X
  • Acquired by ION Group (Dec 2020)
  • Legal Name Dash Financial Llc
Key Metrics
  • Total Equity Funding
    $7.5M (USD)

    in 2 rounds

  • Latest Funding Round
    $7.5M (USD), Series A

    Nov 2014

  • Investors
    ION Group

    & 2 more

  • Employee Count
    106
  • Investments & Acquisitions
  • Acquired by
    ION Group

    & 1 more

    (Dec 2020)

Products & Services of Dash Financial

Dash Financial offers a comprehensive portfolio of products and services, including Execution Services, Options Algos, DASH ATS, Equity Algos, and Analytics.

Execution Services
Trading Platform

Provides electronic order routing for optimized trading performance

Options Algos
Algorithmic Trading

Delivers algorithms to maximize liquidity in options markets

DASH ATS
Alternative Trading System

Facilitates equity trading with access to exchanges and dark pools

Equity Algos
Algorithmic Trading

Supports equity trading by minimizing costs and capturing liquidity

Analytics
Data Tools

Offers transparency into trading costs and performance metrics

Workflow
Efficiency Tools

Streamlines routing and execution management for users

Regulatory Technology
Compliance Solutions

Handles SEC and FINRA compliance for capital markets

Prime Services
Brokerage Services

Provides tools for professional traders and hedge funds

Funding Insights of Dash Financial

Dash Financial has successfully raised a total of $7.5M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $7.5 million completed in November 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $7.5M
  • Total Rounds 2
  • Last Round Series A β€” $7.5M
  • Investors Count 1

All 2 funding rounds of Dash Financial with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Nov 2014$7.5MSeries A––
–
Mar 2014Private Equity Round–Gtcr.net
–
Valuation history

3 investors in total: 3 institutional.

Investors in Dash Financial

Dash Financial has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include ION Group, Flexpoint Ford and Gtcr.net.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Private equity firm focused on financial services and healthcare companies
2005flexpointford.comChicago, United States
gtcr.net
Treasury management solutions are provided for financial institutions and banks.
1998iongroup.comNew York, United States
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Investor details for Dash Financial

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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People of Dash Financial

61 people are tracked at Dash Financial (30 in leadership, 31 in team); the tracked headcount is 106.

NameRoleGroup
Morgan Helm
VP Of Retail ConsolidatorLeadership
Jared Belsky
Director Of Business DevelopmentLeadership
David Dooman
Managing Director - Head of Business DevelopmentLeadership
Daniel Curley
Managing Director of Business DevelopmentLeadership
Peter Maragos
CEOLeadership
William Masters
Director of SalesLeadership
David Karat
Co-Founder, Chief Creative OfficerLeadership
Eugene Kearns
Head Of SalesLeadership
Elizabeth (Beth) Esposito
Senior VPLeadership
Kriddiphat Kongsupapsiri
Director, Data & AnalyticsLeadership
Evan Tindall
Chief Analytics OfficerLeadership
Alec Talarico
Director - Head Of Trade Desk Client SupportLeadership
Nikita Kapshuk
Director of Product Development | DASH Reg TechLeadership
Marina Bezsaly
Head Of PlatformsLeadership
Oksana Gandzii
Chief Product OfficerLeadership
Jennifer Fagenson
Chief Of StaffLeadership
Harrison Brown
Director, Product & Business DevelopmentLeadership
Alik Farber
Director, Head Of NetworkLeadership
J. David Cross
Chief Revenue Officer (cro)Leadership
Ben Schwartz
Dash Prime, LLC | Chief Strategy OfficerLeadership

41 more people are available in the full profile.

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Investments & Acquisitions by Dash Financial

Dash Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include eRoom Securities.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
British Airways trade flight bookings are facilitated via NDC-enabled systems.
eroomsecurities.comChicago, United States1996Dec 2018β€’β€’β€’β€’
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Complete acquisition details for Dash Financial

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  • Exports

Verified entity values are shown only after access is granted.

Timeline of Dash Financial

6 dated milestones of Dash Financial across 11 years, from founding to its latest funding, stage changes and deals.

  1. Founded Dash Financial is founded.
  2. Funding First funding round.
  3. Funding Latest funding round, Series A, of $7.5M.
  4. Exit Acquired by Flexpoint Ford.
  5. Acquisition Acquires eRoom Securities.
  6. Exit Acquired by ION Group.

Competitors of Dash Financial

Dash Financial has 3 listed competitors in our database, 2 of them funded. They include Clear Street, Saphyre and IPC.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
clearstreet.io2018New York, United States$761.71M
Trade life cycle management platform for brokerages
saphyre.com2017Hoboken, United States$88.7M
Pre-trade and post-trade analytics and onboarding solutions
ipc.com1973Jersey, United States401
Specialized technology solutions are provided for financial trade lifecycles.
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Detailed competitors of Dash Financial

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Verified entity values are shown only after access is granted.

Web traffic of Dash Financial

The website of Dash Financial (dashfinancial.com) receives about 3K visits a month.

  • Monthly visits
    3K

    ▼ 23.4% vs previous month

Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Dash Financial (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Dash Financial

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Frequently Asked Questions about Dash Financial

Dash Financial was founded in 2009 and raised its 1st funding round 5 years after it was founded.

Dash Financial is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.

Dash Financial is a funded company, having raised a total of $7.5M across 2 funding rounds to date.

Dash Financial has 106 employees.

Dash Financial was founded in 2009 in Chicago, United States, within the trading technology sector. Tools such as Dash360, Smoke, and Sensor are offered, with Dash360 serving as the flagship web-based dashboard. Order execution is optimized through routing, cost management, and performance analysis, while client transparency is maintained. Consulting and concierge services are also extended to customers.

Dash Financial's top competitors include Clear Street, Saphyre and IPC.

Dash Financial offers Execution Services, Options Algos, DASH ATS, Equity Algos, and 4 more products and services.

Dash Financial has made 1 acquisition, including eRoom Securities.

Dash Financial has 3 investors. Key investors include ION Group, Flexpoint Ford, and Gtcr.net.

Dash Financial operates through Dash Financial Llc.

Yes. Dash Financial was acquired by ION Group in December 2020.

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