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Dispatch logo — Financial advisors use Dispatch to sync client data across t...

Dispatch

Financial advisors use Dispatch to sync client data across the tech stack.

Founded 2022 United States Miami, United States 26 employees Seed Total: $14.90M Finance, Financial Services

General Information

Company Name Dispatch
Founded Year 2022
Location United States Miami, United States +1
Employees 26
Industries Finance, Financial Services
Funding Stage Seed
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About Dispatch

OneAdvisory is a startup that provides effortless client data management solutions for RIAs (Registered Investment Advisors). Founded in 2022 and headquartered in the United States, the platform is designed to help RIAs of all sizes collect, structure, and sync client data across their tech stack. OneAdvisory enables software providers to seamlessly connect and contribute to a client's digital profile, ensuring that client data stays up-to-date throughout various systems. In January 11, 2024, OneAdvisory successfully secured a $8.00M Seed Round investment. This considerable investment came from a group of prominent investors including Fika Ventures, Flyover Capital, F-Prime Capital, Valor Equity Partners, Great Oaks, CoFound Partners, Twelve Below, Mariner Wealth Advisors, and Ritholtz Wealth Management. The company's slogan, "Effortless client data management for RIAs," encapsulates its mission to simplify and optimize the way RIAs manage and utilize client data, catering to the needs of the evolving financial services industry. With its robust support from a diverse group of investors, OneAdvisory is well-positioned to further develop and expand its innovative client data management solutions for the RIA sector.

Taxonomy: Client data management, Financial advisory software, RIA technology, Data synchronization, Tech stack integration, Digital client profiles

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 9
Investor Investor Investor Investor Investor Investor Investor Investor
•••• •••• 		11 Jan 2024
Seed Round •••••• 1
Investor
11 Jul 2023
Seed Round •••••• - 16 Sep 2022

Dispatch Alternatives & Competitors

Dispatch vs
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FAQ About Dispatch

Financial advisors use Dispatch to sync client data across the tech stack.
Dispatch was founded in 2022.
Dispatch is headquartered in Miami, United States.
Dispatch operates in the following industries: Finance, Financial Services.
Dispatch has approximately 26 employees.
Dispatch has completed 3 funding rounds, raising a total of $14.90M. The latest funding stage is Seed.
Top alternatives and competitors to Dispatch include OpenFinance.com, PETROWEB, Assette, QoreNext, Densight AI. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Dispatch and OpenFinance.com are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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