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Overview
Dispatch streamlines wealth-management operations by ensuring data consistency across multiple systems and custodians and by automating core client-facing workflows. It connects and synchronizes data between a firm’s CRM, financial planning, billing, reporting, and document e-Signature tools, while handling automated client onboarding and account opening. The platform provides bi-directional syncing so changes in one system propagate to others, enabling faster transitions and fewer manual handoffs. This makes firms’ revenue-generating processes run more smoothly and at scale. Dispatch differentiates itself by offering end-to-end data alignment and cross-system, cross-custodian workflow automation rather than focusing on a single tool or siloed integration. The company’s goal is to help wealth management firms realize faster time-to-revenue and quicker asset-under-management growth—up to 70% more efficient transitions and up to 45 days faster AUM onboarding.
About Dispatch
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Financial Services
Company Size
1-10
Company Stage
Series A
Total Funding
$32.9M
Headquarters
Miami, Florida
Founded
2022
Your Connections
People at Dispatch who can refer or advise you
Simplify's Take
What believers are saying
- Advisor movement across firms creates immediate demand for transition automation.
- Firms report fourfold faster transitions and 90% fewer errors.
- Early Access rollout to Q1 2026 expands account-opening monetization.
What critics are saying
- Schwab can replicate onboarding workflows inside Advisor Center and weaken Dispatch.
- Custodial API changes can break integrations and stall time-sensitive transitions.
- High outcome claims create churn risk after any failed transfer or delay.
What makes Dispatch unique
- Wealth-management workflow platform; Advisor Transitions is its fourth core product.
- Uses AI to ingest, standardize, and reconcile custodial, CRM, and planning data.
- Native Schwab onboarding integration reduces manual entry and NIGO errors.
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Funding
Total Funding
$32.9M
Above
Industry Average
Funded Over
4 Rounds
Industry standards
Benefits
Health Insurance
Vision Insurance
Dental Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Parental Leave
Stock Options
Company News
Dispatch, a data orchestration platform for wealth management, has announced development of an automated Schwab account onboarding API integration. The technology will enable advisors to open Schwab accounts in minutes directly from Dispatch, eliminating manual login requirements and multi-day processing times associated with DocuSign-based methods. The integration allows firms to send data directly from their CRM into Schwab Advisor Center, avoiding manual re-entry and reducing Not-In-Good-Order errors. Dispatch becomes one of the first platforms to support end-to-end Schwab digital account opening natively within their system. The solution addresses what firms identify as a major operational challenge, where advisors repeatedly enter data across multiple systems whilst clients wait weeks for fund transfers. Dispatch's enhanced account opening workflows are scheduled for rollout to Early Access clients in Q1 2026.
Dispatch, a Miami, FL-based wealthtech solution provider enabling effortless client data management, raised $18M Series A funding
Dispatch has raised $18 million in Series A funding to enhance data orchestration software for financial advisory firms, as reported by CEO Rob Nance to Axios.
Dr. Carl June, co-founder of Dispatch Bio, has emerged from stealth mode, adding $100 million to a 2023 $113 million Series A raise. Dispatch Bio is exploring a novel approach using a virus to deliver an antigen to tumor cells, followed by a Car-T therapy. The specifics remain undisclosed, but it may involve oncolytic viruses. June's previous ventures include Capstan Therapeutics, sold to AbbVie for $2 billion, and Tmunity, sold to Gilead in 2022.
Dispatch Bio, a biotech startup formed in 2022, has raised $216 million to develop a universal solid tumor therapy. The company combines gene, cell, and immunotherapy to target tough-to-treat tumors. Dispatch's approach uses an engineered virus to tag cancer cells with an antigen, attracting CAR-T cells to destroy them. The company plans to start clinical testing next year and is backed by Arch Venture Partners, the Parker Institute, Bristol Myers Squibb, and others.
Dispatch is Hiring for 8 Jobs on Simplify!
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About Dispatch
Industries
Data & Analytics
Enterprise Software
AI & Machine Learning
Financial Services
Company Size
1-10
Company Stage
Series A
Total Funding
$32.9M
Headquarters
Miami, Florida
Founded
2022
Dispatch is Hiring for 8 Jobs on Simplify!
Find jobs on Simplify and start your career today