Dispatch
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Overview
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
Simplify's Take
What believers are saying
- Schwab praises Dispatch as early adopter of Digital Account Onboarding API.
- Raised $18M Series A to enhance data orchestration for advisors.
- 90% reduction in NIGO rejections via AI-powered data validation.
What critics are saying
- Schwab delays Q1 2026 API rollout, crippling Dispatch's onboarding.
- Fidelity and Pershing launch competing native API integrations within 6-12 months.
- Dispatch Bio's $216M raise confuses investors, diverting wealthtech funding.
What makes Dispatch unique
- Dispatch automates Schwab account onboarding via API in minutes.
- Supports 99% of account types including SMAs and TAMPs across custodians.
- Bi-directional syncing eliminates manual data entry across CRMs and tools.
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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 4 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 4 Jobs on Simplify!
Find jobs on Simplify and start your career today