DASH completes acquisition of Integrated Portfolio Solutions, creating a whole-of-wealth platform

As first announced in July 2024, DASH Technology Group have now officially acquired 100 per cent of Integrated Portfolio Solutions, marking a significant development in the future of platform technology. This acquisition rounds out DASH’s whole-of-wealth capabilities, delivering advisers a toolkit to serve any investor segment, from retail clients to high-net-worth individuals and family offices.

DASH CEO Andrew Whelan highlighted the importance of the deal, stating, “This is a key milestone for DASH in our mission to make financial advice more accessible. With this acquisition, we can now cater to a broader range of investors while providing cutting-edge technology solutions that enable advice practices to become more profitable and scalable.”

As a result of the acquisition, DASH’s funds under management (FUA) have grown to $15 billion, with Integrated contributing $10 billion to the total. Both companies are committed to delivering a seamless experience for existing clients as they work to leverage the benefits of their respective offerings, creating a more comprehensive technology solution for the market.

Darryl Johnson, Co-Founder of Integrated Portfolio Solutions, said, “We are excited about the next phase of growth for Integrated. This partnership ensures that our clients will benefit from a far broader range of integrated technology options, positioning them to efficiently grow their businesses and stay at the forefront of the rapidly changing industry and technology landscape.”

The combination of the businesses will give clients access to a comprehensive suite of whole-of-wealth tools including advanced reporting, international trading, a choice of custodial and/or non-custodial offerings, Managed Discretionary Account solutions, and integration of these into our award-winning digital advice tools.