About DASH
DASH is a company based in Sydney (Australia) founded in 2022. It operates as a SaaS (Software-as-a-Service). 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. DASH offers products and services including Institution Digital Solutions, Financial Adviser Solutions, and Investor Member Services. DASH operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Sydney, Australia
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$20 M (USD)
in 2 rounds
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Latest Funding Round
$20 M (USD), Series B
Jul 01, 2024
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Investors
Bailador
& 1 more
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Employee Count
Not available
- Investments & Acquisitions
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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.
People of DASH
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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.
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 |
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Growth investments in IT sector are managed by Bailador.
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Investor details for DASH
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by DASH
DASH has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Integrated Portfolio Solutions.
Investment portfolio details for DASH
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Integrated Portfolio Solutions is engaged in providing wealth management technology and services.
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Complete acquisition details for DASH
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
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- Domains and locations
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Financial Statements - DASH
Detailed financials for DASH
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
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Dash Comparisons
Peer comparison for DASH
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Competitors of DASH
DASH operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of DASH
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on 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 current CEO of DASH.
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.