About DASH
DASH is a Technology company based in Sydney (Australia) founded in 2022. Digital financial solutions are provided by DASH for various stakeholders. It operates on a SaaS (Software-as-a-Service) model. DASH has raised $20 million across 2 funding rounds from investors including Bailador and Co:Act. DASH has completed 1 acquisition, including Integrated Portfolio Solutions. Its chief executive, as recorded, is Andrew Whelan. Its website dash.com.au draws about 32 thousand monthly visits. DASH offers products and services including Institution Digital Solutions, Financial Adviser Solutions, and Investor Member Services. Its focus areas include Financials, Financial Services and Financial Technology.
Company details
Digital solutions are offered by DASH to corporates and institutions to enhance consumer experiences. Comprehensive tools for financial advisers are provided, covering the entire advice process from fact-finding to investment execution. Additionally, member services for investors under Super Simplifier and Wealth Simplifier are managed. The focus is placed on financial technology and advisory services within the financial sector.
- Headquarters Sydney, Australia
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website dash.com.au
- Social LinkedIn
- Total Equity Funding$20M (USD)
in 2 rounds
- Latest Funding Round$20M (USD), Series B
Jul 2024
- InvestorsBailador
& 1 more
- Investments & Acquisitions
Products & Services of DASH
DASH offers a comprehensive portfolio of products and services, including Institution Digital Solutions, Financial Adviser Solutions, and Investor Member Services.
Digital solutions for corporates to enhance consumer experience.
Solutions covering the entire financial advice process.
Services provided for Super Simplifier and Wealth Simplifier.
Funding Insights of DASH
DASH has successfully raised a total of $20M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $20 million completed in July 2024. 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 $20M
- Total Rounds 2
- Last Round Series B — $20M
- Investors Count 2
All 2 funding rounds of DASH with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
2 investors in total: 2 institutional.
Investors in DASH
DASH has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Bailador and Co:Act.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Growth investments in IT sector are managed by Bailador. | 2010 | bailador.com.au | Sydney, Australia | |
| coact.vc |
Investor details for DASH
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of DASH
28 people are tracked at DASH (10 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Andrew Whelan | CEO | Leadership |
Sarah Cagnacci | Head Of Marketing | Leadership |
Hong Nguyen | Head Of Product - Platform | Leadership |
Jeffrey Lin | Head Of Development - Software | Leadership |
Justin Ahrens | Head Of Risk Management | Leadership |
Mark Papendieck | Chief Operating Officer | Leadership |
John Shea | Head Of Engineering - Platform | Leadership |
Terri Ho | Head Of Product - Adviser Solutions | Leadership |
Kevin Liao | Chief Innovation Officer | Leadership |
Jim Lim | Chief Technology Officer | Leadership |
Melissa Gill | Product Manager - Software And Digital Advice | Team |
Matej Mikus | Senior Software Engineer | Team |
Ted Tsao | Principle Solutions Architect | Team |
Nick Nie | Product Manager | Team |
Karthik Krishna Kumar | Platform Support Engineer | Team |
Cameron O'Sullivan | Product Owner - Advice | Team |
Julio Rodriguez | Product Support Engineer | Team |
James Barclay | Manager Of Platform BAU | Team |
Adam Friedman | Senior Software Engineer | Team |
Simon Bishop | State Manager Vic/tas/sa | Team |
8 more people are available in the full profile.
Complete people profiles for DASH
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
DASH has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Integrated Portfolio Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Integrated Portfolio Solutions is engaged in providing wealth management technology and services. | integratedportfoliosolutions.com.au | Sydney, Australia | 2010 | Oct 2024 | •••• |
Complete acquisition details for DASH
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of DASH
4 dated milestones of DASH across 2 years, from founding to its latest funding, stage changes and deals.
- Founded DASH is founded.
- Funding First funding round.
- Funding Latest funding round, Series B, of $20.0M.
- Acquisition Acquires Integrated Portfolio Solutions.
Web traffic of DASH
The website of DASH (dash.com.au) receives about 31.8K visits a month and ranks #691,524 among all websites worldwide, #7,772 in Financial Planning and Management.
- Monthly visits31.8K
▼ 9.1% vs previous month
- Unique visitors5.7K
per month
- Global rank#691,524
among all websites
- Category rank#7,772
Finance · Financial Planning and Management
- Bounce rate15%
- Pages per visit5.5
- Average visit13 min 07 sec
- DevicesDesktop 86% · Mobile 14%
Websites whose visitors overlap most with DASH. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| financialnewswire.com.au | 100% | #2,083,982 | View details | ||
professionalplanner.com.au | professionalplanner.com.au | 99% | #964,603 | – | |
| astutewheel.com.au | 94% | #2,958,861 | View details | ||
| bailador.com.au | 81% | 5.4K | #3,703,463 | View details | |
moneymanagement.com.au | moneymanagement.com.au | 77% | #513,960 | – |
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Related news about Dash
Complete news archive for DASH
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Frequently Asked Questions about DASH
DASH was founded in 2022 and raised its 1st funding round 1 year after it was founded.
DASH is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Andrew Whelan is the CEO of DASH, as recorded in our data.
DASH is a funded company, having raised a total of $20M across 2 funding rounds to date.
Digital solutions are offered by DASH to corporates and institutions to enhance consumer experiences. Comprehensive tools for financial advisers are provided, covering the entire advice process from fact-finding to investment execution. Additionally, member services for investors under Super Simplifier and Wealth Simplifier are managed. The focus is placed on financial technology and advisory services within the financial sector.
DASH offers Institution Digital Solutions, Financial Adviser Solutions, and Investor Member Services.
DASH has made 1 acquisition, including Integrated Portfolio Solutions.
DASH has 2 investors. Key investors include Bailador, and Co:Act.