Hightower Picks FinTech Dispatch for Onboarding in its Signature Wealth Channel

Ortolani, A. (2026, September 1). Hightower picks FinTech Dispatch for onboarding in its Signature Wealth channel. WealthManagement.com. https://www.wealthmanagement.com/ria-news/hightower-to-use-dispatch-for-signature-wealth-channel

• Wealthmanagement.com is reporting that Hightower Advisors, a Chicago-based wealth management firm with more than 800 advisors, will work with fintech Dispatch to provide advisor transitions, client account opening and management, and data syncing across platforms for Hightower Signature Wealth.

• Under the agreement, Dispatch will provide the movement, validation and synchronization of client data across custodians, including Schwab and Fidelity, and across advisory systems as Hightower brings advisors into the channel.

• Hightower Signature Wealth, the firm's nationally branded employee advisor practice launched last year under CEO Larry Restieri, has reached $35 billion in AUM across 30 locations and 100 advisors, and announced its second external RIA acquisition to the channel in August.

• Restieri stated that Dispatch provides the data infrastructure that keeps client information accurate and synchronized across supporting systems, reducing operational friction for advisors.

• Dispatch launched in late 2022 as OneAdvisory, rebranded in 2024 alongside additional seed funding, has raised $28 million in total funding, and reports more than $9 trillion in client assets on its platform.

• Dispatch added former Hightower CEO Bob Oros to its board according to an August announcement, and in May launched Advisor Transitions, software for moving advisors, client accounts and assets between firms.

• Dispatch was one of the first third-party providers to use custodian Schwab's API-based account onboarding process, allowing users to initiate an account opening from their CRM into the Schwab Advisor Center without leaving the Dispatch system.