Funding underscores demand for clean, connected client data across wealth management

NEW YORK–(BUSINESS WIRE)–Dispatch, the first wealthtech solution enabling effortless client data management, today announced the successful completion of an $18 million Series A funding round, bringing its total capital raised to $30 million. The round was 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 new capital will be used to accelerate investment in agentic workflows and AI-driven data orchestration. Dispatch is built with intelligent automation at its foundation, enabling wealth management firms to eliminate repetitive data tasks, streamline client onboarding and dynamically reconcile client information across multiple systems. Clean, connected, real-time data orchestrated through Dispatch allows advisors to rely on their AI tools for accurate insights and the automation of complex processes. Dispatch is the backbone of modern advisor AI tech stacks, powering the next generation of wealth management.

“Dispatch is creating critical infrastructure that the wealth management industry has been missing,” said Chris Downer, general partner at Brewer Lane Ventures. “Their approach to data orchestration redefines how firms and fintechs can serve clients, while giving advisors the tools to operate with speed, accuracy and efficiency. We are excited to partner with visionary founders like Rob and team to provide not only capital, but also the knowledge and relationships to help them build a market-leading company.”

Over the past year, Dispatch has achieved rapid adoption and growth, adding some of the industry’s largest firms, including Mariner, Sanctuary Wealth and Choreo, representing more than $1 trillion in assets under advisement (AUA). By automating data orchestration across complex systems, Dispatch has helped firms save thousands of hours in manual workflows and reduced costly errors by over 90%.

“In recent years, one of the biggest challenges in wealth management has been getting various systems to talk to each other,” said Marty Bicknell, chief executive officer of Mariner. “Dispatch is solving that problem in a way that’s scalable and built with a deep understanding of how advisory firms actually work. It’s a tool we’ve had our eye on for a few years, and when presented with the opportunity to forge a partnership that improves overall efficiency and experience for our advisors and clients alike, we didn’t hesitate.”

The raise builds on Dispatch’s recent momentum in product expansion. Dispatch now offers the industry’s most bi-directional integrations, syncing thousands of data points across systems. The platform connects seamlessly with the advisor tools used most often in CRM, financial planning, billing and reporting, document storage and e-signature. Its proprietary Form Builder is the only solution that can complete every field on custodial forms, and Dispatch provides both form-based and API integrations with all major custodians.

“This funding is a testament to the importance and size of the problem we’re solving,” said Rob Nance, chief executive officer and co-founder of Dispatch. “Disconnected and inconsistent data is a prevalent issue in wealth management, creating inefficiencies for firms and frustrating clients. We built Dispatch to address that head-on, giving advisors and enterprises a seamless way to keep information accurate and connected across their tech stacks. We’re grateful to Brewer Lane and our other investors for backing that vision and enabling us to continue building the infrastructure that makes wealth management simpler, faster and more client-centric.”

For more information about Dispatch and its data orchestration solution, please visit dispatch.io.

About Dispatch

Dispatch is a data orchestration company focused on syncing data across the advisory tech stack. We make it easy to automate onboarding, open accounts, transition advisors and maintain client data across separate software systems. For more information, please follow Dispatch on LinkedIn or visit dispatch.io.

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