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Copy Any Investor

dub is the first copy-trading platform in the United States.

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Backed by top Venture Capitalists

You are our top priority.

Bank Grade Encryption.

Your accounts are secured via AES grade bank grade encryption and security.

SIPC Insurance.

Your accounts are insured up to $500,000 by the Securities Investor Protection Corporation, or SIPC.

dub is an RIA.

dub is approved by the Securities Exchange Commission (SEC) through our Registered Investment Advisor License.

Copy hedge-fund quantitative strategies.

Copy complex investment strategies based on what top hedge funds use to automatically invest.

Explore Portfolios

Copy fund managers and politicians, even better.

Copy advanced algorithmic trading strategies using public filing data, such as politician trades, as an input.

Copy Them Now

Copy top dub creators.

To start, you can copy a handful of creators who've selected based on quality. Eventually, you can copy any dub user.

Beat The Competition

Meet dub’s Leadership Team.

From JD's and Ph.D.'s to battlefield experience abroad to decades in finance, the dub team has you covered.
Steven Wang
Chief Executive Officer, Founder
Brett Chereskin
Chief Operating Officer
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Justin Reich
Vice President of Engineering
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Justin Ramirez
Chief Compliance Officer, Counsel

Common Questions

What is dub?

dub is the first copy trading platform for retail investors. Our family of companies include both an SEC-registered investment adviser and a FINRA member broker-dealer. dub Captial (our RIA) creates unique quantitatively driven in-house portfolios and our brokerage enables peer-to-peer copy trading. Our goal is to provide transparent and actionable investment strategies to investors from all walks of life.

Is my information safe? How can I trust you?

dub is required by law to establish written policies and procedures that address administrative, technical, and physical safeguards for the protection of customer records and information. You can find more information on how we collect and use your data in our privacy policy and in this FAQ article in our Help Center.

Are there any fees? How does dub make money?

dub does not currently charge you any fees. DASTA Financial, LLC, dub’s subsidiary broker dealer does not charge commissions for trading. DASTA Financial, LLC does receive a portion of revenues earned by APEX for directing order flow through certain venues and market-makers (a/k/a “Payment for Order Flow”). In addition, DASTA Financial, LLC receives interest revenue for customers participating in the FDIC-Sweep Program. For more information about your relationship with DASTA Financial, LLC please see Form CRS.

Are there any minimums to invest on dub?

We currently have a $100 dollar minimum deposit limit in place. In addition, each portfolio will have a specific investment minimum based on dub’s $1 minimum per security transaction requirement on the app. It’s important to note that portfolio investment minimums are subject to change at any time.

How do withdrawals work?

You can withdraw ‘available cash’ anytime. However, please wait up to 5 business days (ACH standard bank processing) to see the cash hit your bank account. Important note on proceeds from a security transaction: Standard settlement times when selling any stocks (T+2 business days). For more information regarding deposits, withdrawals, and associated timelines please visit our Help Center article here.

How do we handle taxes?

We send your annual tax documents electronically and at your specific request. They will also be available within the app once they are ready at the start of the calendar year. If you have any questions about the tax implications of your investments please consult with your accountant or tax advisor. dub does not provide tax advice.

Finally feel in control of your investments.

Invest in the moments. The ideas. The people. All in one click, on dub.

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"This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, investment advice, a recommendation, or an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any security offered by DASTA Incorporated (DBA dub or its affiliates (together “dub”)). Images and video content are shown for illustrative purposes only and are shown to reflect user experience and features available on dub. Past performance is not indicative of future results. Advisory services provided by DASTA Investment, LLC (“DASTA Investments”), an SEC-registered investment adviser. Brokerage services provided to clients of DASTA Investments by APEX Clearing Corporation (“Apex”), an SEC-registered broker-dealer and member of FINRA/SIPC. The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. Additional Information is available upon request. © 2022 DASTA Incorporated. All Rights Reserved."
© 2023 DASTA Incorporated (“dub”). All Rights Reserved.App images are for illustrative purposes only and do not reflect actual portfolio performance. App experiences may vary. All investments involve risk of loss and past performance of a security or portfolio does not guarantee future results. You should consult your legal, tax, or financial advisor before making any financial decisions.
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Advisory and Brokerage Services: Advisory services provided by DASTA Investments, LLC, an investment advisor registered with the Securities Exchange Commission (the “SEC”). Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). APEX has additional insurance coverage in excess of the regular SIPC limits. Additional information here. Public information about DASTA Financial, CRD No. 316477, and its membership with FINRA is available through FINRA’s Broker Check at brokercheck.finra.org or via telephone at (800) 289-9999. The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. This site is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any of the copy features associated with the app. Securities products offered by DASTA Financial are not FDIC insured.
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Leaderboards: Leaderboards are calculated daily using a time-weighted return methodology. Customers are ranked solely on the time-weighted return performance. Leaderboards are meant to provide performance comparisons between customers on the app. They are meant to encourage customers to intelligently evaluate their investment portfolio on a more frequent basis but are not meant to encourage more frequent trading or inappropriate risk taking, adverse to a customer’s interest. Excessive trading and inappropriate risk taking do not lead to better results. Participation in leaderboard ranking is optional.
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Fractional shares: Fractional share amounts are unrecognized and illiquid outside the app and are not transferrable to another brokerage account. For more information please see our Fractional Share Disclosure.