Dispatch
PrivateLast Round
Series A
Sep 4, 2025
Total Funding Raised
$32.9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Dispatch is a wealth-tech company that provides a data orchestration platform designed to automate and streamline administrative tasks for financial advisors by syncing client data across various software applications.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Data Integration, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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 | ||||
| Pre Seed | Aug 1, 2022 |
Key People
Founding team and executive leadership
Dispatch Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Oaks Venture Capital | Pre Seed, 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 |
| The Compound Capital Fund I, LP | 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.