Dispatch

Client data management platform enabling advisors to collect, structure, and sync data across the advisor tech stack.

Sector

Technology

Category

Fintech

Location

Miami, FL

Initial Investment

2024
Client data management platform enabling advisors to collect, structure, and sync data across the advisor tech stack.

Dispatch is a data orchestration platform powering cross-application workflows for financial advisors, enabling them to seamlessly sync client data across the advisor tech stack and to free them from continually building and maintaining integrations.