Wealth02 rebrands business following mergers


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.
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 Legacy providers have been replaced by product-style platforms who have lost their focus on the financial planner.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.
Recommended for you
A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.
Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.
Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.
An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.