Dispatch builds AI-ready data infrastructure that syncs and reconciles client information across advisor tech stacks, automating onboarding, account opening, advisor transitions, and ongoing client-data maintenance. The platform offers extensive bi-directional integrations, syncing thousands of data points across CRM, financial planning, billing, reporting, document storage and e-signature tools, with both form-based and API connections to all major custodians. Its proprietary Form Builder can complete every field on custodial forms, and Dispatch says its automation has saved firms thousands of hours while reducing costly errors by over 90%. Over the past year Dispatch added large firms including Mariner, Sanctuary Wealth and Choreo, which together represent more than $1 trillion in assets under advisement. The company plans to use new capital to accelerate investment in agentic workflows and AI-driven data orchestration to power advisor AI toolchains. Rob Nance is CEO and co-founder, and Dispatch positions itself as the backbone of modern advisor AI tech stacks. Dispatch, rebranded from OneAdvisory, provides a data orchestration platform that syncs client data across an advisor’s tech stack and offers an API for wealthtech integrations. The platform coordinates updates in real time and removes the need for duplicate data entry, supporting bidirectional sync across systems. Over the last year Dispatch helped a $15 billion RIA generate more than $13 million in additional annual revenue through improved efficiencies. The company is led by co-founders Madalyn Armijo, Rafi Lurie and Rob Nance and employs technologists and wealth-management professionals with experience at firms such as Uber, Noom, Dimensional Fund Advisors, Morgan Stanley and Wells Fargo. Dispatch plans to use the new capital to invest heavily in engineering and client-service resources and to form additional partnerships with CRMs, financial planning tools and custodians.

Total raised

$26M

Funding rounds

2

Latest round

Series A

Latest activity

Sep 2025