Dispatch, a Miami-based wealthtech company, announced on September 4, 2025, the completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. 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, the funding will accelerate Dispatch’s development of agentic workflows and AI-driven data orchestration for financial advisors.
Funding: $18M Series A, total raised $30M, announced September 4, 2025.
Lead Investor: Brewer Lane Ventures; participants include New York Life Ventures, MassMutual Ventures, Perceptive Ventures, F-Prime, Flyover Capital, Fika Ventures.
Purpose: Invest in AI-driven data orchestration and agentic workflows to streamline wealth management.
Impact: Serves firms like Mariner, Sanctuary Wealth, and Choreo, managing over $1T in assets under advisement (AUA).
Key Features: Bi-directional integrations, proprietary Form Builder, and API connections with major custodians.
Leadership Quote: “Disconnected and inconsistent data is a prevalent issue in wealth management,” said CEO Rob Nance.
Stock Context: Dispatch is privately held, no public stock data available.
Dispatch’s platform addresses a critical pain point in wealth management: disconnected and inconsistent data across systems. By leveraging intelligent automation, it eliminates repetitive data tasks, streamlines client onboarding, and dynamically reconciles client information across CRM, financial planning, billing, reporting, document storage, and e-signature tools. Key features include:
Bi-Directional Integrations: Syncs thousands of data points across advisory tech stacks, ensuring real-time accuracy.
Proprietary Form Builder: The only solution to complete every field on custodial forms, simplifying account openings and advisor transitions.
API and Form-Based Integrations: Connects seamlessly with major custodians like Charles Schwab and Fidelity.
The platform has driven significant efficiency, saving firms thousands of hours in manual workflows and reducing errors by over 90%. Major firms like Mariner, Sanctuary Wealth, and Choreo, representing over $1 trillion in AUA, have adopted Dispatch, validating its impact. Marty Bicknell, CEO of Mariner, noted, “Dispatch is solving that problem in a way that’s scalable and built with a deep understanding of how advisory firms actually work.”
The $18 million Series A builds on Dispatch’s earlier $8 million seed round in January 2024, when it rebranded from OneAdvisory, and a $4.3 million raise in July 2023. The funding will fuel investment in agentic workflows, enabling AI tools to provide accurate insights and automate complex processes. Chris Downer, General Partner at Brewer Lane Ventures, stated, “Dispatch is creating critical infrastructure that the wealth management industry has been missing.” CEO Rob Nance added, “This funding is a testament to the importance and size of the problem we’re solving.”
The wealthtech market is projected to grow at a 15.6% CAGR through 2030, driven by demand for AI and automation to address inefficiencies in advisor workflows. Dispatch’s focus on data orchestration positions it against competitors like Envestnet and Orion, while its prior partnerships with firms like Ritholtz Wealth Management enhance its credibility.
Founded in 2010 by Rob Nance, Madalyn Armijo, and Rafi Lurie, Dispatch is a Miami-based wealthtech company focused on data orchestration. Its platform automates onboarding, account openings, and data maintenance across advisory tech stacks, serving over $1 trillion in AUA. For more, visit dispatch.io.
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