dub Secures $30 Million Series A to Expand Copy-Trading and Rethink Retail Investing

dub has announced a $30 million Series A round to accelerate its creator-driven copy-trading platform, positioning itself as a new model for retail investing. The funding was co-led by Notable Capital and Neo, with additional support from Sandberg Bernthal Venture Partners, Peak6 Strategic Capital, and Correlation Ventures. The round also includes a $5.5 million venture debt facility from Silicon Valley Bank, bringing dub’s total capital raised to $47 million.

The funding follows a year of rapid growth since dub launched from stealth and surpassed one million app downloads. The company plans to use the capital to scale its platform, expand features, and make retail investing more accessible to a broader user base.

“The ultra-wealthy have long leveraged expert money managers”

Steven Wang, founder and CEO of dub, commented, “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. 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.”

dub’s core offering allows users to copy the portfolios of experienced investors, making portfolio selection a people-driven process instead of traditional stock picking. The app features transparent model strategies that users can mirror in real time with one tap. The company’s goal is to lower the barrier to entry for retail investing and build a system that fosters financial literacy over speculation.

The platform is supported by the dub Advisors creator program, which pays royalties to users who share their portfolio strategies. This structure provides a new revenue stream for investors with proven records and helps them grow their audiences within the app’s marketplace.

“A new era in consumer investing”

Hans Tung, Managing Partner at Notable Capital and dub board member, commented, “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. We’re looking forward to partnering with dub as they build for the long term and demystify the complex world of retail investing.”

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

dub describes its mission as turning retail investing into a tool for access and education. The company cites statistics that nearly 40 percent of Americans do not own any stocks and that the top 10 percent of earners control 88 percent of market wealth. By offering tools for transparency, collaboration, and community, dub seeks to create a more inclusive environment where retail investors can develop sound investment strategies.

The platform operates under a regulated framework. Advisory services are provided by DASTA Investment LLC, an SEC-registered investment adviser. Copy-trading services are handled by DASTA Financial, LLC, a registered broker-dealer and FINRA and SIPC member.

The company plans to continue investing in product development and education tools, while growing its base of creator-investors. dub’s long-term vision is to reframe investing for a younger, tech-savvy generation—offering them more than trading tools by building a social, transparent, and results-based investment community.