Articles from Dispatch

Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, today announced that Hightower Advisors (“Hightower”), has selected Dispatch to provide client data infrastructure for Hightower Signature Wealth. Dispatch will orchestrate the movement, validation, and synchronization of client data across custodians and advisory systems as Hightower brings advisors into its national Hightower Signature Wealth practice and manages client relationships on an ongoing basis.

Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, today announced the formation of its inaugural Board of Advisors with the appointments of Bob Oros, Rajini Kodialam, Stephen Langlois, and Sachin Shah. The appointments come as Dispatch enters its next phase of growth, adding experienced wealth management and fintech leaders to help guide the company's rapid expansion. Together, the new board members bring decades of experience building, scaling, and advising category-defining wealth management and financial technology companies, the perfect complement for Dispatch as the company continues expanding the industry's leading data infrastructure platform.

Dispatch CEO argues that orchestration, not faster routing, is the competitive advantage enterprises are missing in 2026.

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, 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, 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, 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, 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.