Profile
Dan Dall'Asta is currently a Partner at Route 66 Ventures LLC and an Advisor at Elevate CDB, Inc. He previously served as a Board of Directors & Advisor at DriveWealth LLC, a Board of Directors at Hedgeable, Inc., Sonia Labs, Inc., 8 Securities Ltd., and CompareAsia Group Ltd. He also worked as a Director at Quantemplate Technologies, Inc. In addition, he has experience as an Investment Banking Analyst at Stanford Group Co. and as an Investment Banking Associate at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Merrill Lynch & Co., Inc. Mr. Dall'Asta holds an undergraduate degree from The University of North Carolina at Charlotte and an MBA from McDonough School of Business.
His current positions include Chief Operating Officer at Rize Money, Inc. and Advisor at Demex Group and Smartwork, Inc.
Dan Dall'Asta active positions
| Companies | Position | Start |
|---|---|---|
Route 66 Ventures LLC
Route 66 Ventures LLC Investment ManagersFinance Route 66 Ventures seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of digital health & wellness and financial insurance technology sectors. It provides financing for seed, early and growth stage capital requirements with an investment size ranging from USD 0.5 to 4 million. | Private Equity Analyst | 2012-12-31 |
Elevate CDB, Inc.
Elevate CDB, Inc. Information Technology ServicesTechnology Services Provides technology solutions | Consultant / Advisor | 2020-08-31 |
Former positions of Dan Dall'Asta
| Companies | Position | End |
|---|---|---|
Rize Money, Inc.
Rize Money, Inc. Information Technology ServicesTechnology Services Develops payment infrastructure technology | Chief Operating Officer | 2023-04-30 |
Smartwork, Inc.
Smartwork, Inc. Packaged SoftwareTechnology Services Operates as a retirement platform for small business | Consultant / Advisor | 2023-02-28 |
Demex Group
Demex Group Packaged SoftwareTechnology Services Provides technology solutions to manage climate-driven financial volatility | Consultant / Advisor | 2022-06-30 |
DriveWealth, LLC
DriveWealth, LLC Information Technology ServicesTechnology Services Provides technology based securities trading platform services | Director/Board Member | 2021-02-28 |
8 Securities Ltd.
8 Securities Ltd. Investment Banks/BrokersFinance Provides online brokerage services | Director/Board Member | 2020-03-31 |
Training of Dan Dall'Asta
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 17 |
|---|---|
Stanford Group Co.
Stanford Group Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
DriveWealth, LLC
DriveWealth, LLC Information Technology ServicesTechnology Services Provides technology based securities trading platform services | Technology Services |
City Year, Inc.
City Year, Inc. Miscellaneous Commercial ServicesCommercial Services Offers school-based service and leadership programs | Commercial Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hedgeable, Inc.
Hedgeable, Inc. Investment ManagersFinance Provides investment advice | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
McDonough School of Business
McDonough School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sonia Labs, Inc.
Sonia Labs, Inc. Information Technology ServicesTechnology Services Operates as an financial contracts platform | Technology Services |
8 Securities Ltd.
8 Securities Ltd. Investment Banks/BrokersFinance Provides online brokerage services | Finance |
CompareAsia Group Ltd.
CompareAsia Group Ltd. Financial ConglomeratesFinance Provides online financial services | Finance |
Route 66 Ventures LLC
Route 66 Ventures LLC Investment ManagersFinance Route 66 Ventures seeks investment opportunities in companies located in the United States. The firm targets companies operating in the fields of digital health & wellness and financial insurance technology sectors. It provides financing for seed, early and growth stage capital requirements with an investment size ranging from USD 0.5 to 4 million. | Finance |
Rize Money, Inc.
Rize Money, Inc. Information Technology ServicesTechnology Services Develops payment infrastructure technology | Technology Services |
Quantemplate Technologies, Inc.
Quantemplate Technologies, Inc. Packaged SoftwareTechnology Services Provides data analytics software development services for insurance sector | Technology Services |
Demex Group
Demex Group Packaged SoftwareTechnology Services Provides technology solutions to manage climate-driven financial volatility | Technology Services |
Elevate CDB, Inc.
Elevate CDB, Inc. Information Technology ServicesTechnology Services Provides technology solutions | Technology Services |
Smartwork, Inc.
Smartwork, Inc. Packaged SoftwareTechnology Services Operates as a retirement platform for small business | Technology Services |
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