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Home News Financial Planning

Wealth02 rebrands business following mergers

WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group, focusing on the whole wealth industry as well as financial advisers.

by Laura Dew
April 4, 2022
in Financial Planning, News
Reading Time: 1 min read
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WealthO2 has rebranded as DASH Technology Group to reflect the firm’s future vision for the group.

The firm recently merged with software firms NEO and Roar to create an advice technology solutions group.

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It said the rename reflected the value proposition and future vision of the group as a best-of-breed solution provider for the wealth industry.

Andrew Whelan, chief executive, said: “We are thrilled to announce WealthO2 has become DASH. We are excited about the introduction of our new group name which will allow us to better articulate our offering to both our customers and the market.

“In recent years, we have seen the whole adviser experience change. The exit of banks from the platform space has left a hole in the industry. Legacy providers have been replaced by product-style platforms who have lost their focus on the financial planner.

“At DASH, we see ourselves as a technology partner rather than a product which platforms have now morphed into.”

A new company logo and corporate website was planned for launch in May 2022.

Tags: DashNameWealth02

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