SaaS/B2B

Financial advice and investment management software platform used by Independent Financial Advisors and financial institutions

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About

DASH is a cloud-based financial advice and investment management software platform used by Independent Financial Advisers (IFAs) and financial institutions. DASH operates in the large and fast-growing investment platform and financial advice software market. The investment platform market administers approximately $1 trillion on behalf of IFAs.


Offices

Sydney (HQ), Australia.


Bailador Investment Team managers

  • David Kirk (Director)
  • James Johnstone (Director)
  • Helen Foley (Observer)

Founder

Andrew Whelan, CEO

Andrew Whelan, CEO

Founder

Darren Pettiona, Executive Director Strategy

Darren Pettiona, Executive Director Strategy

Founder

Geoff Lloyd, Chairperson

Geoff Lloyd, Chairperson

ASX Small and Mid-Cap Conference September 2023