Startup
Every investor coverage indicates participated in a round Integrated Portfolio Solutions raised.
| Investor | Rounds | Invested |
|---|---|---|
| Coterie Capital | Unnamed stage | - |
The transaction that ended Integrated Portfolio Solutions's run as a startup, per published coverage. It closes the funding history too, where it is the ladder's last rung.
| Bought by | Kind | Announced | Price | Sources |
|---|---|---|---|---|
| DASH Technology Group | Acquisition | 2025 | - | Australian FinTech, Bailador, Startup Daily, Aura Group (Wed 27 Nov 2024), Aura Group (Fri 6 Sep 2024) |
Companies Integrated Portfolio Solutions acquired or merged with, per published coverage. Buying a company is not investing in one: nothing here counts in the deals column.
| Name | Role | Sources |
|---|---|---|
| Calvin Ng | Board Member | Aura Group, Aura Group portfolio |
| Damien Hatfield | Non-Executive Director | Aura Group portfolio |
| Darryl Johnson | Chief Executive Officer | Aura Group, Coterie Capital, Australian FinTech |
| Eric Chan | Board Member | Aura Group |
| Nigel Singh | Head of Sales | Aura Group portfolio |
Stories naming Integrated Portfolio Solutions. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Bailador's stake in DASH has grown 59% to $44.7m after the Sydney-based fintech signed a fresh raise at a higher valuation; the piece also recalls its earlier investments and stakes in PropHero and Rosterfy.
Aura Group's 2024 retrospective: team growth, a senior distribution appointment, award-winning fund performance, nine startups added to its portfolio, a SPAC funding round with OSK-SBI leading, exits, divestments, plus a new XT Ventures alliance.
Aura Ventures has signed a deal to sell its Integrated Portfolio Solutions stake to DASH Technology Group, its third divestment within a year, after DASH raised $20m from Bailador in July.
Also Bailador·Aura Group portfolio·Australian FinTech·Startup Daily·Startup Daily·Startup Daily·Australian FinTech
Coterie Capital announces an investment in wealth platform Integrated Portfolio Solutions through a dedicated fund set up with Mantis Funds, with Coterie joining the IPS board.
Also Australian FinTech
Aura Group announces managing director Calvin Ng has joined BNK Banking Corporation's board as a non-executive director, alongside independent director Michelle Guthrie; the article also recalls Finsure's merger with Goldfields Money.
Also Aura Group portfolio
Aura Group reports its portfolio company Integrated Portfolio Solutions reached A$6 billion in funds under administration by mid-2020, recalls Aura Ventures' 2017 investment, and announces Damien Hatfield joining IPS as a non-executive director.