Dispatch Raises $18mm Funding Round

Dispatch (Dispatch.io, not Dispatchit.com), a WealthTech data orchestration firm, raised $18m in Series A funding, bringing total capital to $30m. The round, led by Brewer Lane Ventures with backing from major insurance venture arms and existing investors, will accelerate AI-driven workflows and automation. Dispatch’s platform eliminates manual data tasks, streamlines onboarding, and reconciles client information across systems, enabling accurate AI insights. Adopted by Mariner, Sanctuary Wealth, and Choreo (over $1trn AUA), it has reduced errors by 90%+ and saved firms thousands of hours. With bi-directional integrations and a proprietary custodial Form Builder, Dispatch is positioning itself as the data backbone of modern advisory tech stacks.

K Note: We all live the data problem. Ideally, every RIA would have their own single, unified client database and all external vendors would use that database directly without duplicating it into their own data silos first. Unfortunately, we believe this could only happen under a very narrow set of circumstances -- something akin to a dystopian, post-apocalyptic world where the government executes people for storing client data on their own servers. Until then, we have companies like Dispatch. And if you don't believe me, just take a look at that investor roster. It's about as close as we get in WealthTech to a Beatles reunion. Congratulations Rob Nance and team!

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