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Showing 1 - 10 of 11 results for "DASH Technology Group"

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... moving to MLC. He currently chairs the direct-to-consumer investment platform Stake, the advice platform DASH Technology Group, and iExtend. Lloyd has also been involved in non-profit work, serving as chair of the University of Technology Sydney Law ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
DASH Technology Group is bolstering its leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
DASH Technology Group (DASH) has appointed Sarah Murray as the new chief product officer role, and James Louw has been named chief growth officer. Bringing over 15 years of experience to the newly created position, Murray will be responsible for integrating ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
DASH Technology Group has refreshed its senior leadership team appointing a new chief risk officer and chief operating officer ahead of its next growth spurt. The structural shift sees Terri Ho take on the role of chief risk officer, shifting from head ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
DASH Technology Group (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private ...

Geoff Lloyd to chair Stake

ANDREW MCKEAN  |  MONDAY, 5 JUN 2023
... Trends report, Stake is also the largest Australian broker for US shares. Lloyd is currently also chair of DASH Technology Group and not-for-profit The Fathering Project.

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
DASH Technology Group has secured venture capital funding for an undisclosed amount from Australian firm Co:Act Capital. This investment aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
Scientiam has partnered with DASH Technology Group to launch a transition service that assists advisers in getting their C and D clients out of underperforming funds. The Scientiam Transition Service, available at no cost until the end of the year ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... chair of the platform later this year, in an announcement that also confirmed the company's chief executive. DASH Technology Group has named Lloyd as chair, effective September, citing his "unparalleled experience in accelerating sustainable growth of ...
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