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
- SectorsTechnology
- Emailβ’β’β’β’β’β’β’β’
- Website dashfinancial.com
- Social LinkedIn X
- Acquired by ION Group (Dec 2020)
- Legal Name Dash Financial Llc
- Total Equity Funding$7.5M (USD)
in 2 rounds
- Latest Funding Round$7.5M (USD), Series A
Nov 2014
- InvestorsION Group
& 2 more
- Employee Count106
- Investments & Acquisitions
- Acquired by
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.
Provides electronic order routing for optimized trading performance
Delivers algorithms to maximize liquidity in options markets
Facilitates equity trading with access to exchanges and dark pools
Supports equity trading by minimizing costs and capturing liquidity
Offers transparency into trading costs and performance metrics
Streamlines routing and execution management for users
Handles SEC and FINRA compliance for capital markets
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.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2014 | $7.5M | Series A | β | β | β |
| Mar 2014 | Private Equity Round | β | Gtcr.net | β |
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm focused on financial services and healthcare companies | 2005 | flexpointford.com | Chicago, United States | |
| gtcr.net | ||||
Treasury management solutions are provided for financial institutions and banks. | 1998 | iongroup.com | New York, United States |
Investor details for Dash Financial
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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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.
| Name | Role | Group |
|---|---|---|
Morgan Helm | VP Of Retail Consolidator | Leadership |
Jared Belsky | Director Of Business Development | Leadership |
David Dooman | Managing Director - Head of Business Development | Leadership |
Daniel Curley | Managing Director of Business Development | Leadership |
Peter Maragos | CEO | Leadership |
William Masters | Director of Sales | Leadership |
David Karat | Co-Founder, Chief Creative Officer | Leadership |
Eugene Kearns | Head Of Sales | Leadership |
Elizabeth (Beth) Esposito | Senior VP | Leadership |
Kriddiphat Kongsupapsiri | Director, Data & Analytics | Leadership |
Evan Tindall | Chief Analytics Officer | Leadership |
Alec Talarico | Director - Head Of Trade Desk Client Support | Leadership |
Nikita Kapshuk | Director of Product Development | DASH Reg Tech | Leadership |
Marina Bezsaly | Head Of Platforms | Leadership |
Oksana Gandzii | Chief Product Officer | Leadership |
Jennifer Fagenson | Chief Of Staff | Leadership |
Harrison Brown | Director, Product & Business Development | Leadership |
Alik Farber | Director, Head Of Network | Leadership |
J. David Cross | Chief Revenue Officer (cro) | Leadership |
Ben Schwartz | Dash Prime, LLC | Chief Strategy Officer | Leadership |
41 more people are available in the full profile.
Complete people profiles for Dash Financial
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Dash Financial
Dash Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include eRoom Securities.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
British Airways trade flight bookings are facilitated via NDC-enabled systems. | eroomsecurities.com | Chicago, United States | 1996 | Dec 2018 | β’β’β’β’ |
Complete acquisition details for Dash Financial
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Complete history
- Exports
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Timeline of Dash Financial
6 dated milestones of Dash Financial across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Dash Financial is founded.
- Funding First funding round.
- Funding Latest funding round, Series A, of $7.5M.
- Exit Acquired by Flexpoint Ford.
- Acquisition Acquires eRoom Securities.
- 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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| clearstreet.io | 2018 | New York, United States | $761.71M | Trade life cycle management platform for brokerages | ||
| saphyre.com | 2017 | Hoboken, United States | $88.7M | Pre-trade and post-trade analytics and onboarding solutions | ||
| ipc.com | 1973 | Jersey, United States | 401 | Specialized technology solutions are provided for financial trade lifecycles. |
Detailed competitors of Dash Financial
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- Full competitor set
- Operating metrics
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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 visits3K
▼ 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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Dash Financial
Complete news archive for 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.

