dub Launches Arlo, One of The Industry's First AI Investing Assistants Using Sophisticated Algorithms to Mirror How Financial Advisors Make Decisions

Powered by dub's proprietary investing technology, Arlo helps rewrite the economics of investing by delivering a sophisticated AI investing assistant, rivaling traditional investment advice

NEW YORK, Nov. 5, 2026 /PRNewswire/ -- dub, America's premier social investing platform powering more than $2 billion in trades, today announced the launch of Arlo, an AI investing assistant available within the dub app. Arlo is built on dub's proprietary investing technology, engineered to execute a realtime multi-factor investment analysis with actionable insights, revolutionizing the legacy advisory industry.

With Arlo, the entire decision-making process is fully traceable end to end, creating a level of transparency dub believes sets Arlo apart in the AI investing space. Arlo upends the traditional advisory experience by making actionable information accessible to the retail audience.

The investment management space has long been a function of wealth, much like trading itself was once largely out of reach until personal technology revolutionized an entire industry. Arlo brings that technology to investment management, giving customers access to the kind of actionable insights they would typically turn to a financial advisor for. In doing so, dub believes Arlo can replicate many of the functions investors have traditionally paid for, opening access to services typically out of reach for hundreds of millions of Americans. dub sees this as a broader shift in consumer finance, making sophisticated investment knowledge available to a far wider audience and narrowing a gap that has historically been defined by wealth.

dub customers can describe what they are looking for in plain language, and Arlo helps present them with options. Customers can engage with Arlo for analysis on topics spanning diversification, concentration, risk exposure, and performance, as well as how certain investments fit into their broader strategy, all within the context of their own holdings. Finally, Arlo can make portfolio investment recommendations that fit within a client's suitability and investment objectives.

"We've spent years building the infrastructure to let anyone invest alongside investors with transparent track records, giving everyday people access to opportunities that have historically been available primarily to the wealthy," said Steven Wang, founder and CEO of dub. "We see Arlo, and our broader work in AI, as a natural extension of that same mission – expanding access to the knowledge and guidance that can make investing more accessible and actionable. Over time, it's become clear how much of investing still comes down to having access to the right information and knowing how to act on it. Arlo gives our customers that same level of insight, with the kind of guidance you'd typically turn to a financial advisor for. Access and understanding have always been something you pay for, and we think this industry is at the same inflection point trading was a decade ago – we intend to be the ones who define it."

According to a dub-commissioned Harris Poll Survey, six in ten Gen Z investors already have money in the market, but only 17% say they feel confident they understand how it works.¹ dub's own customer base reflects that same caution, with 58% identifying as conservative investors. This lack of confidence is pulling more investors toward AI, and a 2026 study from BridgeWise found 78% of investors are now using AI tools to support investment decisions, which researchers described as a clear inflection point in adoption.²

Arlo is the latest product from dub's broader push to bring more specialized investing tools to everyday investors, pairing dub's proprietary investing technology with customers' holdings data to power that analysis. dub has grown to nearly 2 million downloads, with roughly 900,000 people signed up, backed by almost $50 million from investors including the CEOs and founders of Uber, Airbnb, Kalshi, and Robinhood.

Built for investors and powered by dub's proprietary investment engine, Arlo's underlying technology is developed and owned by DASTA, Inc., dub's parent company, and, within the dub app, is used by dub Advisors, LLC, an SEC-registered investment advisor, to help deliver its advisory services. Any investment advice delivered through Arlo is provided by dub Advisors, LLC.

Arlo is now available to dub customers in the dub app and online at dubapp.com/arlo.

About dub

dub is the company behind America's popular copy trading platform, enabling retail investors to follow and copy the moves of curated portfolios tracking real creators, public figures, and notable investors. dub's equity copy trading services are offered through dub Financial, LLC, a broker-dealer registered with the SEC and a member of FINRA and SIPC, and advisory services are offered through dub Advisors, LLC, an SEC-registered investment adviser. Headquartered in New York, dub is backed by leading venture investors. Learn more at dubapp.com.

Disclosures

For informational purposes only; not investment advice. Investing involves risk, including loss of principal; past performance does not guarantee future results. Arlo is an AI tool; its analysis may contain errors and is not guaranteed to achieve its objective. Advice, including through Arlo, is provided by dub Advisors, LLC, an SEC-registered investment adviser, is limited to portfolios on dub and is described in its Form ADV Part 2A. Creators do not advise dub Advisors clients. Brokerage by dub Financial, LLC, member FINRA/SIPC; clearing by Apex Clearing Corp. Full disclosures: www.dubapp.com/disclosures

¹ The Harris Poll for dub, June 17–19, 2025; 2,100 U.S. adults 18+; Gen Z is 18–28.

² BridgeWise, "State of AI for Wealth in 2026," April 2026; 2,100 respondents, 19 countries.

SOURCE dub