Copy-trading platform dub, a FinTech firm aiming to democratise retail investing, has secured $30m in a Series A funding round.
The round was co-led by Notable Capital and Neo, with participation from Sandberg Bernthal Venture Partners, Peak6 Strategic Capital, and Correlation Ventures. The raise also includes a $5.5m venture debt facility from Silicon Valley Bank (SVB), a division of First Citizens Bank.
Launched just a year ago, dub offers a social copy-trading platform that enables users to follow and mirror the real portfolio strategies of experienced investors and financial influencers. Rather than promoting high-risk trading, the platform encourages long-term financial literacy and access to transparent investment strategies.
The fresh capital will help dub scale its social investing ecosystem, improve platform features, and broaden its accessibility to a wider range of retail investors. With over one million downloads already, dub plans to deepen user engagement and extend its reach during a time when financial inclusivity is gaining urgency.
The company is positioning itself as a counterbalance to speculative trading apps and unreliable social media advice. By allowing users to select and invest alongside vetted portfolio creators, dub seeks to remove barriers to participation in financial markets, particularly for younger generations navigating the largest wealth transfer in history.
At the centre of dub’s model is the “dub Advisors” programme, which compensates experienced investors with royalties for sharing their portfolio strategies. This not only offers creators a new revenue stream, but also transforms investment knowledge into an accessible and monetisable resource.
Notable Capital managing partner and dub board member Hans Tung said, “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.”
Neo’s Ali Partovi 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 founder and CEO Steven Wang said, “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.”
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