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