The copy-trading platform has raised a total of $47M to redefine retail investing — shifting the focus from picking stocks to picking people

NEW YORK, May 1, 2025 /PRNewswire/ — dub, the copy trading app, today announced its Series A raise of $30 million, co-led by Notable Capital and Neo, with participation from Sandberg Bernthal Venture Partners, Peak6 Strategic Capital, and Correlation Ventures. The funding includes a $5.5 million venture debt facility provided by Silicon Valley Bank (SVB), a division of First Citizens Bank. The new funding comes just one year after launching from stealth and surpassing 1 million downloads, and will be used to scale its creator-driven marketplace for retail investing, while expanding accessibility and features to reach more investors at every level.

dub is redefining retail investing by turning it into an engine for education and access, not speculation. While almost 40% of Americans still don’t own a single stock and 88% of market wealth is held by the wealthiest 10%, dub is empowering a new generation to participate meaningfully in the markets. Unlike traditional trading apps that encourage risky bets, dub allows financial influencers and investors to share real, transparent portfolio strategies that anyone can mirror with a single tap. This shift from stock picking to people selection to invest drastically simplifies investing and reduces the skill barrier to participation, enabling users to build true financial literacy and invest with confidence. As the accelerating wealth gap fuels national conversations and political movements, dub is creating a more inclusive investing model—one that gives everyone a chance at building wealth.

“The ultra-wealthy have long leveraged expert money managers to invest their capital. Now, dub brings that same advantage to everyday investors in an accessible and user-friendly way,” said Steven Wang, founder and CEO of dub. “As the largest wealth transfer in history takes place, younger investors face unprecedented exposure to risky financial products and questionable investment advice from social media, with almost 40% of young investors relying on platforms like YouTube or TikTok for financial guidance. Rather than fighting this trend, dub embraces it by curating a transparent, educated marketplace where anyone can easily invest alongside portfolio strategies built by investors with track records or share their own. By prioritizing investing through results-driven portfolios over risky bets, dub empowers a new generation to invest confidently and intelligently.”

At the heart of dub’s platform is a creator program operated by dub Advisors which rewards experienced investors with royalties for sharing their model portfolio strategies. This innovative approach transforms investing wisdom into a monetizable asset, allowing successful portfolio creators to gain visibility and be compensated for their insights. By turning investing into a collaborative, knowledge-sharing marketplace, dub is reshaping how financial expertise is discovered and democratized.

“Steven and the dub team have demonstrated clarity in creating a platform and emerging community that meet the needs of everyday consumers, while also providing access for proven but less known investors to gain a greater following,” said Hans Tung, Managing Partner, Notable Capital and dub board member. “We’re looking forward to partnering with dub as they build for the long term and demystify the complex world of retail investing.”

“dub’s momentum heralds a new era in consumer investing and the rise of a whole new class of investor-influencers,” said Ali Partovi of Neo, which has backed Kalshi, Bluesky, and Cursor. “The sheer ambition of this startup is breathtaking, and I’m proud that we backed Steven and team from the beginning.”

By combining social media’s influence with a regulated, educational, and transparent investing experience, dub is making expert-driven investing accessible to everyone. Today, dub has raised a total of $47 million and surpassed one million downloads by retail investors excited to experience copy-trading.

To learn more or join the dub community, please visit www.dubapp.com or download the dub app through the Apple or Android store.

About dub

DASTA Incorporated (“dub”) is the first copy-trading platform in the United States that lets users copy the portfolios of other investors with a single tap. dub’s innovative platform gives industry experts, financial influencers, and retail associates with a knack for trading, the ability to share their insights and investment portfolios— all through an easy-to-use mobile platform. Dub is owned and operated by DASTA Incorporated. Advisory services, including the Creator Program are provided by DASTA Investment LLC (“DASTA Investments”), an SEC-registered investment adviser. Brokerage services, including peer to peer copy trading, provided by DASTA Financial, LLC (“DASTA Financial”), an SEC-registered broker-dealer and member of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”).

SOURCE dub