SaaS/B2B
Financial advice and investment management software platform used by Independent Financial Advisors and financial institutions
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
Founder
Darren Pettiona, Executive Director Strategy
Founder
Geoff Lloyd, Chairperson
Portfolio News
Venn Brown Investment Research Report November 2023
Venn Brown sat down with Paul Wilson, co-founder and Managing Partner of Bailador, to discuss Bailador’s investment strategy, what they look for in a business, the group’s capital management strategy, current market opportunities and portfolio performance.