Dispatch Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 39

Employees

  • Latest Deal Type
  • Series A

  • Latest Deal Amount
  • $18M

  • Investors
  • 16

Dispatch General Information

Description

Developer of a wealth-tech advisory platform designed to improve independent financial advisor capabilities. The company's platform allows independent advisors to build their ideal firm through strategic investments and tech-forward options, enabling financial advisors to spend less time on manual, repetitive tasks and improve performance reporting, billing, and investment management.

Contact Information

Website
www.dispatch.io
Formerly Known As
OneAdvisory
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 2125 Biscayne Boulevard
  • Suite 208
  • Miami, FL 33137
  • United States
+1 (305)
Primary Industry
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 2125 Biscayne Boulevard
  • Suite 208
  • Miami, FL 33137
  • United States
+1 (305)

Dispatch Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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Dispatch Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC (Series A) 29-Jul-2025 $18M Completed Generating Revenue
3. Seed Round 11-Jan-2024 Completed Generating Revenue
2. Seed Round 10-Jul-2023 $4.3M $6.9M Completed Generating Revenue
1. Seed Round 16-Sep-2022 $2.6M $2.6M Completed Generating Revenue
To view Dispatch’s complete valuation and funding history, request access »

Dispatch Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A-1
Series A
Seed-3
Seed-2 3,754,914 $0.000100 $1.68 $1.68 1x $1.68 15.49%
Seed 4,000,000 $0.000100 $0.65 $0.65 1x $0.65 16.5%
To view Dispatch’s complete cap table history, request access »

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Opportunity Score

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Dispatch Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth-tech advisory platform designed to improve independent financial advisor capabilities. The company
Financial Software
Miami, FL
39 As of 2025

Framingham, MA

West Hollywood, CA
 
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Dispatch Competitors (43)

One of Dispatch’s 43 competitors is Ledgex Systems, a Private Equity-Backed company based in Framingham, MA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ledgex Systems Private Equity-Backed Framingham, MA
InvestCloud Private Equity-Backed West Hollywood, CA
Vestmark Formerly VC-backed Wakefield, MA
Invessence Corporation Chatham, NJ
SS&C Advent Formerly PE-Backed San Francisco, CA
You’re viewing 5 of 43 competitors. Get the full list »

Dispatch Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Dispatch Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds
Brewer Lane Ventures Venture Capital Minority
MassMutual Ventures Venture Capital Minority
New York Life Ventures Corporate Venture Capital Minority
Perceptive Ventures Venture Capital Minority
Flyover Capital Venture Capital Minority
You’re viewing 5 of 16 investors. Get the full list »

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Dispatch FAQs

  • When was Dispatch founded?

    Dispatch was founded in 2022.

  • Where is Dispatch headquartered?

    Dispatch is headquartered in Miami, FL.

  • What is the size of Dispatch?

    Dispatch has 39 total employees.

  • What industry is Dispatch in?

    Dispatch’s primary industry is Financial Software.

  • Is Dispatch a private or public company?

    Dispatch is a Private company.

  • What is the current valuation of Dispatch?

    The current valuation of Dispatch is .

  • What is Dispatch’s current revenue?

    The current revenue for Dispatch is .

  • How much funding has Dispatch raised over time?

    Dispatch has raised $32.9M.

  • Who are Dispatch’s investors?

    Brewer Lane Ventures, MassMutual Ventures, New York Life Ventures, Perceptive Ventures, and Flyover Capital are 5 of 16 investors who have invested in Dispatch.

  • Who are Dispatch’s competitors?

    Ledgex Systems, InvestCloud, Vestmark, Invessence, and SS&C Advent are some of the 43 competitors of Dispatch.

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