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Dub

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New York City, United StatesFounded 2021Fintech
Valuation $50–100M Last recorded · 2025
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Dub and the history behind them.

About Dub

Dub, operating under its legal name DASTA Incorporated, is a financial technology company that has positioned itself as the first regulated copy-trading platform in the United States. Founded in 2021 by Steven Wang, a Harvard dropout with a history of entrepreneurship, the New York-based firm aims to bridge the gap between retail investors and expert-driven investment strategies. Wang's journey includes founding and selling a VR company after leaving high school and a stint at Apple before conceiving Dub from his dorm room, inspired by the trend of narrative and personality-driven investing.

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The company's core offering is a mobile application that allows users to replicate the investment portfolios of various individuals, including hedge fund managers, financial influencers, and even public figures, with a single tap. This model shifts the focus from picking individual stocks to selecting people or strategies to follow. The platform is designed to lower the barrier to entry for novice investors and provide a transparent marketplace for investment ideas. To ensure regulatory compliance, Dub spent over two years working with FINRA and the SEC before its launch and operates through its affiliated entities: DASTA Investment LLC, an SEC-registered investment adviser, and DASTA Financial, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC.

Dub generates revenue through a subscription-based model, charging a monthly fee of $9.99 or an annual fee of $89.99. Additionally, the company takes a 25% share of any management fees charged by high-performing portfolio creators on the platform. This structure incentivizes experienced investors to share their strategies, creating a marketplace dynamic. The company has secured significant financial backing, announcing a $17 million seed round in February 2024, led by Tusk Venture Partners, and a $30 million Series A round in May 2025, co-led by Notable Capital and Neo. This brings its total funding to $47 million, with investors including prominent figures like the CEO of Uber and a co-founder of Robinhood.

Source: Dealroom company data

At a glance

Status
Operational
Founded
2021
Headquarters
New York City, United States
Employees
130
Open positions
None listed
Dealroom signal
47.1/100
Industry
Fintech
Sector
Fintech
Client focus
b2c

Funding history

5 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
DEBT✓Debt May 2025 $5.5M — Silicon Valley Bank ↗
SERIES A✓Equity / VC May 2025 $25M $98M Correlation Ventures · Sandberg Bernthal Venture Partners · Neo vc · PEAK6 ↗
Showing the latest 2 of 5 recorded eventsBook a demo for the full funding history →

Growth signals

Dub website traffic

Latest recorded traffic for Dub is 29K monthly website visits, down 19.4% over the last three months. Dub's team grew 10.2% over the past year.

Latest monthly visits29K 3-month web change-19.4% 1-year team growth+10.2%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

18 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Seed12 investors entered at this stage

Series A4 investors entered at this stage

  • Notable Capital
  • Correlation Ventures
  • Sandberg Bernthal Venture Partners
  • PEAK6

Series B and later1 investor entered at this stage

Other known investors1 additional known investor

  • Annelies Gamble
Team profiled 2 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators Hidden — book a demo quality score
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
4 countries with
team presence
🇺🇸 United States90.6%
🇵🇭 Philippines3.1%
🇫🇷 France3.1%
🇧🇷 Brazil3.1%
4 countries shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Dub on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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