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DASH Technology Group

DASH Technology Group

Private

Last Round

VC Round

Mar 23, 2026

Company Overview

DASH Technology Group is a fintech company that provides a whole-of-wealth platform with software solutions for financial advisers in Australia.

Sector

FinTech

Verticals

Wealth Management, Investment Platforms, Vertical SaaS, CRM

Business Model

B2B

Customer Profile

Usage-Based SaaS, Subscription SaaS

AI Layer

Application

Keywords

wealth management softwareinvestment platformwealthtechportfolio management systemfinancial advice softwareAustralian Financial Services LicenseesAFSLmanaged accountsCRMvertical SaaSfunds under administrationFUAinvestment administrationadvice automationAI-augmented finance

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DASH Technology Group Comparables

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DASH Technology Group Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
VC RoundMar 23, 2026
VC RoundOct 10, 2024
VC RoundJul 1, 2024
VC RoundMar 22, 2023

Key People

Founding team and executive leadership

Jim Lim

Chief Technology Officer

Executive Team

Adrian Bell

Chief Financial Officer

Executive Team

Mark Papendieck

Chief Operating Officer

Executive Team

Michelle Russo

Chief Operating Officer

Executive Team

DASH Technology Group Investors

Notable investors and investment history

DASH Technology Group investors
InvestorRounds
Coact CapitalVC Round
Bailador Technology InvestmentsVC Round

DASH Technology Group Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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DASH Technology Group Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersSydney
Employee Range130
Year Founded2010
Last FundingMar 23, 2026

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