Dispatch
PrivateLast Round
Series A
Sep 4, 2025
Total Funding Raised
$30.3M
Company Overview
Dispatch is a wealth-tech company that provides a data orchestration platform for financial advisors. The platform is designed to automate and streamline administrative tasks by syncing client data across the various software applications an advisor uses, such as CRMs, financial planning tools, and custodial platforms. Key features include automating client onboarding, opening accounts, and maintaining data consistency across disparate systems. The company, formerly known as OneAdvisory, aims to build the essential data infrastructure for the wealth management industry, enabling advisors to operate with greater speed and accuracy.
Sector
FinTech
Verticals
Wealth Management, Data Integration, Workflow Automation, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Dispatch Comps
Public and private peers based on sector, stage, and business model.
Dispatch Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 4, 2025 | ||||
| Seed | Jan 11, 2024 | ||||
| Seed | Jul 10, 2023 |
Key People
Founding team and executive leadership
Dispatch Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Oaks Venture Capital | Seed |
| Flyover Capital | Seed, Series A |
| New York Life Insurance Company | Series A |
| Perceptive Ventures | Series A |
| F-Prime Capital | Series A, Seed |
| Brewer Lane Ventures | Series A |
| Expa | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 12, 2026
Added HighTower Advisors, LLC, a wealth management firm, as a customer.
- Mar 12, 2026
Sanctuary Wealth Group added as a customer.
Dispatch Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Dispatch's valuation, stock price, and market status.
