DASH Technology Group

DASH Technology Group

Private

Last Round

VC Round

Jun 25, 2025

Momentum Score

25 /100

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, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Usage-Based SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

wealthtechfinancial advice platformadvisertechwhole-of-wealth platforminvestment platformportfolio administrationdigital advice toolsMDA solutionsstockbroker softwarefamily office softwareinternational tradingmulti-currency administrationRegTechaustralian financial services licenseeAFSLprivate market access

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Caplight Momentum Score

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DASH Technology Group Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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DASH Technology Group Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
VC RoundJun 25, 2025
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

InvestorRounds
Coact CapitalVC Round
Bailador Technology InvestmentsVC Round

DASH Technology Group Filings

SEC and related filings with document metadata.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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DASH Technology Group Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about DASH Technology Group's valuation, stock price, and market status.

Firmographic Details

HeadquartersSydney
Employee Range133
Year Founded2010
Last FundingJun 25, 2025

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