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