WealthO2
WealthO2 (DASH Technology Group) is an Australian financial technology company providing integrated financial planning software and investment execution platforms to licensed financial advisers, advice practices, institutions, family offices, and individual investors.
- Company typePrivate
- Founded2015
- HeadquartersNorth Sydney, Australia
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What WealthO2 does
WealthO2 Pty Ltd, operating as DASH Technology Group, is an Australian financial technology company founded in 2015 that provides an integrated wealth management platform to licensed financial advisers, advice practices, institutions, family offices, and individual investors. The company combines financial planning software with investment execution capabilities in a single ecosystem, allowing advisers to manage the entire advice process from fact finding through to investment implementation. Its platform serves three primary customer segments: financial advisers and advice practices (via DASH Software, DASH Canvas, and the Advice Marketplace); institutions and corporate clients (via Digital Engagement and Stockbroking solutions); and individual investors (via the Super Simplifier and Wealth Simplifier investment products, and DASH Private for UHNW clients and family offices).
The platform is built on a modular, API-first architecture with the DASH Advice Marketplace acting as an integration layer connecting more than 15 third-party vendors (including Iress Xplan, DocuSign, Chant West, Fin365, InvestCloud, and Zapier) alongside in-house tools such as the Archer goals-based modelling optimiser and the DynamicDocs interactive document presentation app. Core products include Complete Advice (end-to-end advice workflow), Financial Planning Software (CRM, modelling, SOA/ROA generation), the Investment Platform powering Wealth Simplifier and Super Simplifier, Managed Discretionary Accounts, DASH Private (whole-of-wealth non-custodial platform aggregating data from hundreds of sources), DASH Stockbroking (clearing via FinClear, execution via PhillipCapital), and a native Client Portal mobile application for iOS and Android. The technology stack supports automated bulk rebalancing, intraday trade execution, AI-generated video avatars for advice delivery, and consolidated reporting across all asset classes including private markets.
DASH generates revenue through three primary streams: per-authorised-user monthly software subscriptions (Basic tier at $75 per month ex GST, plus Standard and Premium tiers, with a $1,500 setup fee), per-month Canvas website builder subscriptions (minimum 12-month term), and administration fees on Wealth Simplifier and Super Simplifier investment balances. Distribution occurs exclusively through licensed financial advisers for the consumer investment products, while software is sold directly to adviser practices and institutions through a national Business Development Manager sales force. The company is privately held with headquarters in Sydney, and operates Australian Financial Services Licences through Dash Investment Services Pty Ltd (AFSL 500032). It is backed by Bailador Technology Investments (ASX:BTI), with David Kirk (former Fairfax Media CEO and Chair of Bailador) and James Johnstone (Partner at Bailador) serving as Non-Executive Directors.
WealthO2 firmographics
Firmographics- Name
- WealthO2
- Legal name
- WealthO2 Pty Ltd
- Website
- https://wealtho2.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- WealthO2 (DASH Technology Group) is an Australian financial technology company providing integrated financial planning software and investment execution platforms to licensed financial advisers, advice practices, institutions, family offices, and individual investors.
- Ownership category
- akta.pro rank
WealthO2 industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
- akta.pro secondary industries
- Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where WealthO2 is headquartered
LocationHeadquarters
- HQ city
- North Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices5 records
Markets served
WealthO2 business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription (DASH Software): Monthly subscription fees per Authorised User based on access tier (Basic, Standard, Premium). Additional fees for external services and DASH Software Applications collected on behalf of third parties. Payment via direct debit through Stripe.
- Canvas Subscription: Monthly subscription fees for Canvas website service with minimum 12-month term. Subscription commences upon registration with fees starting one month after registration.
- Investment Platform (Wealth Simplifier & Super Simplifier): Administration fees on investment and superannuation balances. Wealth Simplifier: minimum admin fee $420pa with caps for high balances. Super Simplifier: admin fee capped for balances over $500,000.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic tier subscription with core functionality |
| Subscription | Monthly | Standard and Premium access tiers |
| One time/ perpetual license | Pay-as-you-go | One-time setup fee for new registrations |
| Subscription | Monthly | Canvas website service subscription |
| Unit Pricing | Annual | Wealth Simplifier administration fee |
| Unit Pricing | Annual | Super Simplifier administration fee |
Go-to-market motion4 records
Distribution channels5 records
Marketing channels7 records
WealthO2 product offering
Product offeringCore offering
WealthO2 (trading as DASH Technology Group) provides an integrated financial advice and wealth management platform combining financial planning software with an investment execution platform. The offering includes financial planning tools (CRM, modelling, SOA/ROA generation), the Super Simplifier personal superannuation product, the Wealth Simplifier non-superannuation investment platform, Managed Discretionary Accounts, and DASH Private whole-of-wealth administration for family offices and UHNW clients, supported by an Advice Marketplace integrating third-party technology vendors.
Product overview
DASH (operated by WealthO2) is a next-generation technology platform providing an integrated wealth management ecosystem. The core platform combines financial planning software and investment platform capabilities in a modular, end-to-end solution spanning from client onboarding (fact find, CRM) through advice delivery (SOA/ROA generation), modelling (Archer goals-based optimisation), investment execution (MDAs, managed accounts), and consolidated reporting. Two proprietary investment products anchor the platform: Super Simplifier (personal superannuation with insurance options, custodial structure) and Wealth Simplifier (non-superannuation, HIN-based, Macquarie CMA). DASH Private extends the platform to high-net-worth clients and family offices with whole-of-wealth non-custodial administration across all asset classes. An Advice Marketplace integrates both in-house tools (DynamicDocs, Archer) and third-party vendors (iress/Xplan, DocuSign, Fin365, Chant West, Zapier, etc.) for true workflow connectivity. The ecosystem also includes adviser website building (DASH Canvas), digital engagement tools, and stockbroking services via Integrated Portfolio Solutions (FinClear, PhillipCapital).
Differentiator
Problem solved
Functional benefit
Brands
- DASH Private: Whole-of-wealth platform for private clients, family offices and advisers providing institutional-grade technology with high-touch service.
- Super Simplifier
- Wealth Simplifier
- DASH Canvas
- DASH Client Portal
- Archer
- DynamicDocs
- Advice Marketplace
Products and services
- Complete Advice
- Financial Planning Software
- Investment Platform
- Super Simplifier
- Wealth Simplifier
- DASH Private
- DASH Stockbroking (via Integrated Portfolio Solutions)
- PhillipCapital International Trading
- DASH Canvas
- Portfolio Reconstructions
- Digital Engagement (Institutional Digital Advice Solutions)
Quantifiable outcome
- 80% of clients viewed and accepted financial advice recommendations after hours using AI-powered digital delivery
- +3 more outcomes
Companies that use WealthO2
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
WealthO2 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration20 records
AI capability8 records
Feature9 records
WealthO2 partnerships and signals
Strategic signalPartnerships
21 partnerships are on record, tiered core.
- Iress XplancoreIress Xplan financial planning software integrated into DASH Advice Marketplace, enabling advisers to connect their Xplan environment with DASH investment platform.
- DocuSigncoreDocuSign e-signature integration enabling electronic signing of Records of Advice (ROA) documents without requiring separate DocuSign license.
- Chant WestcoreInvestment research and analysis from Chant West integrated into DASH Advice Marketplace for adviser use.
- Fin365coreFinancial services technology integrated through DASH Advice Marketplace.
- InvestCloudcoreWealth management technology platform integrated into DASH Advice Marketplace.
- AnnaturecoreE-signature solution integrated into DASH Advice Marketplace for document signing.
- OmniumcoreFinancial analysis and research tools integrated into DASH Advice Marketplace.
- DEXXRcoreDocument management and workflow solution integrated into DASH Advice Marketplace.
- FYI DocscoreDocument management platform integrated into DASH Advice Marketplace for document handling.
- ProductRexcoreProduct research and comparison tool integrated into DASH Advice Marketplace for adviser use.
- AstutewheelcoreFinancial planning data import capability allowing advisers to import Astute Wheel data directly into DASH for SOA and ROA preparation.
- Archer Financial SoftwarecoreGoals-based modelling tool available in DASH Advice Marketplace as both standalone tool and integrated into adviser tech stacks.
- DynamicDocscoreInteractive document presentation application integrated into DASH for converting SOAs/ROAs into web versions with video avatar capability.
- StripecorePayment gateway processing direct debit transactions for DASH Software subscription fees.
- FinclearcorePerforms clearing, settlement, and execution services for domestic equities through DASH investment platform.
- PhillipCapitalcoreProvides order execution, settlement, and incidental custody services for share trading on DASH platform.
- Clearstream AustraliacoreCustodian for Wealth Simplifier scheme assets.
- Equity Trustees LimitedcoreTrustee and Responsible Entity of Wealth Simplifier scheme (ABN 46 004 031 298, AFSL 240975). Also subsidiary of EQT Holdings Limited.
- Equity Trustees Superannuation LimitedcoreTrustee and issuer of Super Simplifier (ABN 50 055 641 757, AFSL 229757, RSE Licence No. L0001458).
- DDH Graham LimitedcoreMember Administrator of Super Simplifier responsible for member services, new applications, ongoing maintenance, and fund tax management including RTIC processing.
- Model Managers (Investment Ecosystem)core21 investment model managers including Aberdeen, Morningstar, Dimensional, Betashares, Russell, and others providing managed account models accessible through DASH platform.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
WealthO2 competitors and assessment
Company assessmentDirect peers
- HUB24: ASX-listed investment platform and superannuation provider with leading Australian adviser market share. DASH's Wealth Simplifier and Super Simplifier directly compete with HUB24's platform; DASH was co-founded by HUB24's former CEO Darren Pettiona.
- Netwealth: ASX-listed wealth management platform serving financial advisers with investment, super, and reporting solutions. Directly competes with DASH's Wealth Simplifier, Super Simplifier, and managed account offerings in the Australian adviser channel.
- Praemium: ASX-listed SMA/UMA platform and separately managed account technology provider. Competes with DASH's Managed Discretionary Accounts (MDAs) and investment platform capabilities, particularly for advisers using model portfolios.
- Iress: ASX-listed provider of Xplan financial planning software and trading platforms. Iress Xplan is integrated into DASH's Advice Marketplace but also competes directly with DASH's financial planning software for adviser relationships.
- Class: ASX-listed (then taken private by Praemium) cloud-based SMSF and investment administration software for accountants and advisers. Competes with DASH's portfolio administration, reporting, and SMSF capabilities, particularly in the SMSF segment.
- Mason Stevens: Australian investment platform and MDA provider offering HIN-based structures, managed portfolios, and adviser tools. Competes directly with DASH Private and DASH's MDA capabilities in the HNW and family office segment.
- Midwinter Financial Services: Australian financial planning and advice software provider offering paraplanning, SOA production, and modelling tools. Competes directly with DASH's financial planning software and Complete Advice offering for the same adviser customers.
Broad incumbents
- BT Panorama (Westpac): Incumbent wealth platform owned by Westpac providing super, investment, and retirement solutions to advisers. Competes with DASH in the institutional and adviser segments but as part of a broader incumbent offering rather than a specialist integrated platform.
- Colonial First State (Insignia Financial): Major Australian wealth platform owned by Insignia Financial (ASX:IFL) serving advisers and institutional clients with super, investment, and wrap solutions. Competes with DASH's investment platform across multiple segments.
- Macquarie Wrap: Incumbent investment platform from Macquarie Bank providing wrap, super, and adviser solutions with very large scale. Provides the Macquarie CMA that DASH's Wealth Simplifier integrates with, but also competes as an end-to-end platform alternative.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
WealthO2 social profiles
Digital presenceWealthO2 compliance and trust
Trust signalCompliance7 records
WealthO2 financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthO2 leadership team
Management profileNumber of profiles
Profiles20 records
WealthO2 subsidiaries and ownership
Company hierarchySubsidiaries7 records
WealthO2 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthO2 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthO2
What does WealthO2 do?
WealthO2 (trading as DASH Technology Group) provides an integrated financial advice and wealth management platform combining financial planning software with an investment execution platform. The offering includes financial planning tools (CRM, modelling, SOA/ROA generation), the Super Simplifier personal superannuation product, the Wealth Simplifier non-superannuation investment platform, Managed Discretionary Accounts, and DASH Private whole-of-wealth administration for family offices and UHNW clients, supported by an Advice Marketplace integrating third-party technology vendors.
Is WealthO2 a public or private company?
WealthO2 is a private company. It is classified as venture growth investor backed and is currently operating.
When was WealthO2 founded?
WealthO2 was founded in 2015. It employs 11 to 50 people.
Where is WealthO2 based?
WealthO2 is headquartered in North Sydney, Australia, in the Oceania region.
How does WealthO2 make money?
Three revenue lines are on record. Software Subscription (DASH Software) is the primary driver. The others are canvas Subscription and investment Platform (Wealth Simplifier & Super Simplifier).
Who are WealthO2's main competitors?
Direct peers on record are HUB24, Netwealth, Praemium, Iress, Class, Mason Stevens and Midwinter Financial Services. Broad incumbents are BT Panorama (Westpac), Colonial First State (Insignia Financial) and Macquarie Wrap.
Does WealthO2 have an API?
No public API is recorded for WealthO2.
What industry is WealthO2 in?
WealthO2's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms, with a secondary code of FSAAABAO, Digital/Hybrid Private Wealth (Robo-Enabled HNW Service). Its NAICS code is 523940 and its SIC code is 6282.