Dispatch
Dispatch is a data orchestration company specializing in the seamless integration and synchronization of data across the advisory tech stack. It provides wealth management firms with intelligent automation solutions to streamline client onboarding, account opening, and advisor transitions, while ensuring accurate and connected client data across multiple software systems. By eliminating repetitive data tasks and enabling real-time data management, Dispatch enhances operational efficiency and supports the next generation of wealth management through AI-driven insights and automation.
Leadership & Board
- Current Number of Employees
- 205
- Current LinkedIn Followers
- 5,025
Latest Estimated Valuation
- Estimated Valuation
- ―
- Total Amount Raised
- $18M
- Total Funding Rounds
- 1
- Latest Funding Amount
- $18M
- Latest Funding Round
- Series A
- Post-Money Valuation
- ―
Employee Trend
Dispatch had 205 employees as of October 12, 2026. The number of employees increased by 1 (0.49%) week-over-week.
Social Trend
Dispatch had 5,025 followers as of October 12, 2026. The number of followers increased by 7 (0.14%) week-over-week.
Funding Round
| Funding Date | Funding Round | Amount Raised | Post-Money Valuation |
|---|---|---|---|
| Sep 04, 2025 | Series A | $18.00M | ― |
Investors
| Investor Name | Funding Round |
|---|---|
| Perceptive Ventures | Series A |
| Brewer Lane Ventures | Series A |
| F-Prime | Series A |
| MassMutual Ventures | Series A |
| Flyover Capital | Series A |
| Fika Ventures | Series A |
| New York Life Ventures | Series A |
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