Full-Time
Backend Engineer
Dispatch
1-10 employees
Automates onboarding and cross-system wealth data
No salary listed
Remote in USA + 3 more
More locations: San Francisco, CA, USA | Miami, FL, USA | New York, NY, USA
Hybrid
The role may be remote or based in the San Francisco or New York offices.
 Software Engineering (1) |
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- Four to six years of backend engineering experience with a track record of shipping reliable, well-tested systems.
- Strong fundamentals in backend development, including API design, data modeling, concurrent systems, and performance optimization.
- Experience working with relational databases and distributed systems concepts.
- Interest and experience with artificial intelligence tools and prompting, including leveraging artificial intelligence in the workflow.
- Build and maintain integrations with third-party financial systems, expanding the platform's connectivity across the wealth technology landscape.
- Solve complex data mapping and synchronization challenges, ensuring accurate and reliable data flow between disparate systems with different schemas and constraints.
- Develop platform capabilities that enable seamless, scalable data orchestration for customers' technology stacks.
- Own end-to-end delivery of backend features and services, from design through deployment and monitoring.
- Contribute to the integration infrastructure by building reusable patterns and tooling that make adding new integrations faster and more reliable.
- Collaborate with frontend, product, and design teams to deliver customer experiences backed by robust backend systems.
- Experience building integrations, extract, transform, load pipelines, or working with third-party application programming interfaces at scale.
- Exposure to financial services, financial technology, or business-to-business software as a service products.
- Experience at seed-stage or early-stage startups where the candidate performed multiple functions and moved quickly.
- Familiarity with event-driven architectures, message queues, or data synchronization patterns.
- Previously built side projects or contributed to open-source software.
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.
Company Size
1-10
Company Stage
Series A
Total Funding
$32.9M
Headquarters
Miami, Florida
Founded
2022
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Simplify's Take
What believers are saying
- May 2026 Advisor Transitions cut onboarding from five hours to thirty minutes.
- February 2026 Schwab API onboarding starts Early Access rollout, expanding a sticky workflow.
- Sanctuary Wealth moved $200 million through Dispatch in under two weeks, proving urgent demand.
What critics are saying
- BridgeFT, Flanks, and ForwardLane attack the same wealthtech infrastructure budget today.
- Dispatch depends on Schwab, Fidelity, and Pershing API access; policy changes can cripple workflows.
- Without rapid enterprise adoption beyond ten firms, Dispatch faces a low-revenue, easily displaced niche.
What makes Dispatch unique
- Dispatch unifies onboarding, account opening, transitions, and synchronization across Fidelity, Schwab, and Pershing.
- May 2026 Advisor Transitions standardizes unstructured data, reconciling records across custodians, CRMs, and planning tools.
- Dispatch says ten-plus firms with $25B+ AUM already use Transitions broadly.
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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 firms, has launched Advisor Transitions, a software solution designed to move advisors, client accounts and assets between firms. The product becomes the fourth core workflow on Dispatch's platform alongside account opening, client onboarding and real-time data synchronisation. The launch addresses rising demand as the wealth management industry experiences unprecedented advisor movement. Transitions uses AI to ingest, standardise and reconcile client data across custodians, CRMs and financial planning tools, generating accurate forms and opening accounts across multiple custodians simultaneously. Firms using Dispatch report fourfold faster transition timelines, reducing complex household onboarding from five hours to 30 minutes and cutting error rates by 90%. Sanctuary Wealth recently moved over $200 million in client assets in under two weeks using the platform.
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.