Copy trading app company dub announced a Series A funding round of $30 million, co-led by Notable Capital and Neo, with participation from Sandberg Bernthal Venture Partners, Peak6 Strategic Capital, and Correlation Ventures. This funding includes a $5.5 million venture debt facility provided by Silicon Valley Bank (SVB), a division of First Citizens Bank. This funding comes just one year after launching from stealth and surpassing 1 million downloads and dub has now raised a total of $47 million.
What the funding will be used for: The funding will be used to scale its creator-driven marketplace for retail investing while expanding accessibility and features to reach more investors at every level.
Value proposition: dub is redefining retail investing by turning it into an engine for education and access, not speculation. Even though many Americans still don’t own a single stock and a large percentage of the market wealth is held by the wealthiest, dub is enabling a new generation to participate meaningfully in the markets. Unlike traditional trading apps encouraging risky bets, dub enables financial influencers and investors to share real, transparent portfolio strategies that anyone can mirror with a single tap.
This shift from stock picking to people selection to invest drastically simplifies investing while reducing the skill barrier to participation, enabling users to build true financial literacy and invest with confidence. So dub is creating a more inclusive investing model—one that gives everyone a chance at building wealth.
At the center of dub’s platform is a creator program operated by dub Advisors, which rewards experienced investors with royalties for sharing their model portfolio strategies. This approach transforms investing wisdom into a monetizable asset, enabling portfolio creators to gain visibility and be compensated for their insights. And by turning investing into a collaborative, knowledge-sharing marketplace, dub is transforming how financial expertise is discovered and democratized.
KEY QUOTES:
“The ultra-wealthy have long leveraged expert money managers to invest their capital. Now, dub brings that same advantage to everyday investors in an accessible and user-friendly way. As the largest wealth transfer in history takes place, younger investors face unprecedented exposure to risky financial products and questionable investment advice from social media, with almost 40% of young investors relying on platforms like YouTube or TikTok for financial guidance. Rather than fighting this trend, dub embraces it by curating a transparent, educated marketplace where anyone can easily invest alongside portfolio strategies built by investors with track records or share their own. By prioritizing investing through results-driven portfolios over risky bets, dub empowers a new generation to invest confidently and intelligently.”
Steven Wang, founder and CEO of dub
“Steven and the dub team have demonstrated clarity in creating a platform and emerging community that meet the needs of everyday consumers, while also providing access for proven but less known investors to gain a greater following. We’re looking forward to partnering with dub as they build for the long term and demystify the complex world of retail investing.”
Hans Tung, Managing Partner, Notable Capital and dub board member
“dub’s momentum heralds a new era in consumer investing and the rise of a whole new class of investor-influencers. The sheer ambition of this startup is breathtaking, and I’m proud that we backed Steven and team from the beginning.”
Ali Partovi of Neo, which has backed Kalshi, Bluesky, and Cursor
