Dispatch

Dispatch is a data orchestration platform for RIAs, aggregators and wealthtech firms that connects the systems in an advisory tech stack and automates the paperwork-heavy workflows that delay new assets from being invested.

Its products cover account opening and maintenance at major US custodians, including Schwab, Fidelity and Pershing, with auto-filled forms, validation to catch not-in-good-order errors and one signing step; client onboarding from intake through firm paperwork; continuous bi-directional data sync across CRM, planning, billing, reporting, document storage, e-signature and data warehouse tools based on a system of record the firm defines, with an audit trail; and advisor transitions that repaper a book across protocol and non-protocol moves. Hightower Advisors, Sanctuary Wealth and Fortis Capital Advisors are quoted as customers.

Dispatch, Inc. raised an $18 million Series A led by Brewer Lane Ventures in September 2025, bringing total funding to $30 million. Pricing is not published.