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DASH Technology

DASH Technology is a merger with financial planning software firm.

Backed by

Bailador Technology InvestmentsBailador Technology Investments

Raised 22M EQUITY on July 5, 2024

About

Dash Technology Group provides an integrated fintech advice platform that lets financial advisers handle fact-finding, advice creation, implementation, and back-office workflows to improve adviser productivity and reduce servicing costs.

Mission

Dash Technology Group is a fintech company. It completed a $22 million capital raise this week. The round was led by ASX-listed capital fund Bailador Technology Investments, which announced a $20 million investment. Bailador's commitment is structured with an initial $15 million up-front payment and a further $5 million scheduled for January 2025. The article does not disclose the company's product details, users, revenue, or how the new capital will be used. Two months earlier Bailador invested $20 million in telehealth startup Updoc. DASH provides an integrated advice platform that lets financial advisers go from fact find right through to advice creation and implementation. The company focuses on streamlining advice processes and implementation workflows to remove administrative burdens in back offices. DASH says its technology will increase adviser productivity and lower the cost to service clients. As it nears its first anniversary, DASH has secured funding from a recent capital raise to continue product development and expand solutions for advisers and licensees. Management frames the investment as enabling delivery of a technology roadmap intended to transform how financial advice is delivered and make advice more accessible to everyday Australians.

Quick Facts

Founded

2022

Funding

EQUITY

Industry

Advice, Financial Services, Software, Wealth Management

Team Size

101-250

Headquarters

North Sydney, New South Wales, Australia