Fast Isn't Enough - The Brands Winning the Last Mile are the Most ReliableDispatch CEO argues that orchestration, not faster routing, is the competitive advantage enterprises are missing in 2026.
Dispatch Launches Advisor Transitions, Industry-First Software to Move Advisors and Client Assets Between Firms
Dispatch, the data orchestration layer for wealth management firms, today introduced Advisor Transitions (‘Transitions’), an industry-first software solution designed to help firms transition advisors, client accounts and assets between firms. The launch formalizes Transitions as the fourth core workflow on the Dispatch platform alongside account opening, client onboarding and real-time data synchronization.
Dispatch Announces Upcoming Early Access to Industry-First Automated Schwab Account Onboarding API
Dispatch, the universal data orchestration layer for wealth management, today announced development of Schwab Advisor Services’™ (“Schwab”) latest digital workflow technology integration to perform API-based account onboarding directly from Dispatch within minutes, removing the need to manually log in to Schwab Advisor Center® or wait multiple day processing time for DocuSign-based account onboarding.
Dispatch Appoints Chris Cook as Head of Solutions and Security Engineering
Dispatch, the first wealthtech solution to enable effortless client data management for registered investment advisors (RIAs), today announced that Chris Cook has joined the company as head of solutions and security engineering. Cook is a veteran leader in RIA technology, data strategy and cybersecurity, with more than a decade of experience helping financial advisory firms leverage technology to scale and serve clients.
Dispatch Raises $18 Million in Series A Funding to Further Advance AI-Ready Data Infrastructure for Financial Advisors
Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures, with participation from New York Life Ventures, MassMutual Ventures, Perceptive Ventures and existing investors F-Prime, Flyover Capital, and Fika Ventures.
OneAdvisory Rebrands as Dispatch, Closes $8 Million Seed Funding Round
OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million in seed funding. The round was led by global venture capital firm F-Prime Capital, with participation from existing investors Fika Ventures, Great Oaks and Twelve Below. Also joining the round were new investors CoFound Partners; The Compound Capital Fund I, LP, a qualifying venture capital fund established through Ritholtz Wealth Management; Flyover Capital, the affiliated venture capital fund of Mariner Wealth Advisors; and Valor Equity Partners.
