Wealthtech leader Dispatch announced the closing of its $18 million Series A funding round, bringing its total capital raised to $30 million. The round was led by Brewer Lane Ventures and included participation from New York Life Ventures, MassMutual Ventures, Perceptive Ventures, and returning investors F-Prime, Flyover Capital, and Fika Ventures.
At the center of Dispatch’s platform is a commitment to intelligent automation. The company has built a robust infrastructure that enables wealth management firms to automate repetitive data tasks, streamline client onboarding, and reconcile client information across multiple systems in real-time. This orchestration of clean, connected data is essential for advisors who increasingly rely on AI tools to generate insights, automate workflows, and deliver personalized service at scale.
The funding will accelerate Dispatch’s investment in agentic workflows and AI-powered data orchestration, allowing the company to enhance its platform further and meet the growing demand for smarter, more efficient data management solutions. Dispatch’s technology is designed to serve as the backbone of modern advisor tech stacks, enabling firms to integrate AI seamlessly into their operations without compromising accuracy or compliance.
Over the past year, Dispatch has seen remarkable growth, onboarding some of the industry’s largest firms, including Mariner, Sanctuary Wealth, and Choreo. Collectively, these firms represent more than $1 trillion in assets under advisement. By automating data flows across complex systems, Dispatch has helped its clients save thousands of hours in manual work and reduce errors by more than 90 percent—results that speak to both the platform’s effectiveness and its scalability.
The company’s momentum is also reflected in its expanding product suite. Dispatch now offers the industry’s most advanced bi-directional integrations, syncing thousands of data points across key advisor tools such as CRM systems, financial planning software, billing platforms, reporting tools, document storage, and e-signature solutions. Its proprietary Form Builder stands out as the only solution capable of completing every field on custodial forms, and the platform supports both form-based and API integrations with all major custodians.
KEY QUOTES:
“Dispatch is creating critical infrastructure that the wealth management industry has been missing. 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.”
Chris Downer, general partner at Brewer Lane Ventures
“In recent years, one of the biggest challenges in wealth management has been getting various systems to talk to each other. 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.”
Marty Bicknell, chief executive officer of Mariner
“This funding is a testament to the importance and size of the problem we’re solving. 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.”
Rob Nance, chief executive officer and co-founder of Dispatch
