Fundraising Fox

Dub

9 known investors

dub is a copy-trading platform that allows retail investors to automatically follow the trades of selected investor creators. The platform operates as a regulated broker-dealer offering brokerage and advisory services for US-listed securities and ETFs.

Also known as DASTA Inc. · DASTA Incorporated · dub

Founders & leadership

SWSteven Wang
Steven WanginChief Executive Officer, Founder
BCBrett Chereskin
Brett ChereskinChief Operating Officer
JRJustin Reich
Justin ReichChief Technology Officer

Investors · 9

Funding

SEC filings, press & company announcements

$30M disclosed across 1 of 2 rounds · 2025

Source: company announcements and press reports — follow each round's link for the claim.

Company profile

researched Aug 2026

dub is a mobile investing application operated by DASTA Inc. that lets retail users copy the trades of individual investors, referred to as Creators. Users browse a marketplace of investing strategies organized by investment approach, select a Creator, and their account then automatically follows that Creator's future trades. As of 2025 the platform lists more than 200 Creators with what the company describes as real, verifiable track records, and additional Creators are added on an ongoing basis.

The service is delivered through a group of regulated entities: advisory services are provided by dub Advisors, LLC, an SEC-registered investment adviser, and brokerage services by DASTA Financial, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC, serving retail customers on a self-directed basis in US-listed registered securities and ETFs. Clearing is handled by Apex Clearing Corporation. Customer accounts are insured up to $500,000 by SIPC, and the company states it uses AES bank-grade encryption. The app holds a 4.7 rating on the App Store.

Business model

dub operates a consumer investing app built around a marketplace of investing strategies contributed by Creators, whose trades subscribers automatically replicate. Services are delivered through affiliated regulated entities providing brokerage (DASTA Financial, LLC) and investment advisory (dub Advisors, LLC) services, with clearing outsourced to Apex Clearing Corporation.

Traction

More than 200 Creators live on the platform as of 2025, a 4.7 App Store rating, and $47 million in total funding following a $30 million Series A.

Latest developments

In 2025 dub announced a $30 million Series A, bringing cumulative funding to $47 million, and reported surpassing 200 Creators on the platform.

Full profile — market position, technology, go-to-market, geography, history, risks & controversies

Market position

Positions itself as a marketplace of exclusive investing strategies and an alternative to conventional investing apps, emphasizing verifiable Creator track records and operation under US securities regulation.

Combines creator-driven copy trading with a regulated US broker-dealer and SEC-registered investment adviser structure, SIPC insurance up to $500,000, and strategy discovery organized by investing style rather than popularity.

Technology

A mobile application that connects user brokerage accounts to Creator portfolios and automatically executes copied trades as Creators rebalance, with portfolio allocations and rebalancing notes surfaced to users. The company cites AES bank-grade encryption for account security.

Go-to-market

Direct-to-consumer distribution through the dub mobile app, combined with recruitment of investor Creators who bring strategies to the marketplace, press and podcast appearances by the CEO, and a roster of well-known finance and technology angel investors.

Retail investors in the United States who want exposure to strategies built by other investors rather than selecting individual securities themselves, trading US-listed securities and ETFs on a self-directed basis.

Geography

Headquartered in New York, NY, with services offered to retail customers in US-listed, registered securities and ETFs.

History

The company, incorporated as DASTA Inc. and operating the dub app, has built out a family of regulated affiliates including a FINRA-member broker-dealer and an SEC-registered investment adviser, and by 2025 had raised $47 million in total funding including a $30 million Series A.

Risks & controversies

The company's own disclosures note that all investments involve risk including possible loss of principal, that past performance does not guarantee future results, and that investor and performance figures shown in its marketing are illustrative rather than actual.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Key figures

latest reported
App Store ratingJan 20254.7
Creators on platformJan 2025200 creators
SIPC account insurance coverageJan 2025$500K
Total funding raisedJan 2025$47M

Company-reported or press-reported figures, each dated to when it was claimed — not independently audited.

Competitors · 5

by search overlap
Interactive Strength Acquires Ergatta179 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Amogy153 shared keywordsAmogy develops patented ammonia cracking technology that converts ammonia into electric power for hydrogen fuel cells and engines, targeting decarbonization of heavy industries including transportation and maritime. The company offers modular ammonia-to-power systems and high-efficiency catalysts as alternatives to diesel and hydrogen fuel solutions.
Kiplinger147 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Nyse133 shared keywordsThe New York Stock Exchange operates a securities trading platform and listing venue where companies go public to raise capital, and publishes market commentary and content for its listed community. It serves entrepreneurs, companies, and investors in global capital markets.
AARP125 shared keywordsAARP is a membership organization serving people aged 50 and older, offering benefits such as discounts, programs, newsletters, magazines, and community events. It also advocates on issues like Social Security and Medicare and provides resources on health, finances, and daily life.

Companies competing with Dub for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline · 1

launches, deals, and filings
Jan 2025
dub announces $30 million Series A

dub announced a $30 million Series A fundraise, bringing total funding to $47 million.

$30M source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

In the news

Research sources · 1

primary sources listed
  • Dubdubapp.com · web

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Dub do?
dub is a US-regulated copy-trading app that automatically mirrors the trades of vetted investor creators for retail users.
Who founded Dub?
Dub was founded by Steven Wang.
Who are Dub's investors?
Dub's investors include Backwards Capital, Correlation Ventures, Dorm Room, Graph Ventures, Notable Capital, Scribble Ventures, Slow Ventures, Neo and 1 more.
How much funding has Dub raised?
Dub has disclosed $30M raised across 1 of its 2 known rounds.