About
Dispatch provides AI-powered data orchestration for wealth management firms, unifying client and account data across all systems in real-time. Their core product enables seamless account opening, client onboarding, and continuous data syncing, serving advisors and aggregators by simplifying workflows and maximizing efficiency. This ensures accounts fund faster and revenue is recognized sooner by creating a single operational truth for client data.
Technology stack
detected 2026-06-18Est. monthly stack spend~$530/mo
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Frequently asked
What does Dispatch do?
Dispatch provides AI-powered data orchestration for wealth management firms, unifying client and account data across all systems in real-time. Their core product enables seamless account opening, client onboarding, and continuous data syncing, serving advisors and aggregators by simplifying workflows and maximizing efficiency. This ensures accounts fund faster and revenue is recognized sooner by creating a single operational truth for client data.
How much funding has Dispatch raised?
Dispatch has raised a total of $26M in funding.
When was Dispatch founded?
Dispatch was founded in 2022.
What industry does Dispatch operate in?
Dispatch operates in Document / Data Management, WealthTech.
How many employees does Dispatch have?
Dispatch has approximately 60 people on record.