Dispatch has appointed Patrick Dunne as Head of Wealth and Asset Management, adding more than 25 years of experience across wealth management, financial services, operations, and technology as the company expands its data infrastructure platform.
In the new role, Dunne will advise Dispatch customers on strategic and operational priorities, including modernizing technology infrastructure, streamlining workflows, and incorporating artificial intelligence into their businesses.
He will also work with Dispatch’s product and sales teams to help shape the company’s product roadmap and ensure its capabilities address the changing requirements of wealth management firms.
Dunne most recently served as Chief Operating Officer of Hightower Advisors, where he led operations during a period of significant growth, helped integrate numerous acquisitions, and supported the launch of Hightower Signature Wealth, the firm’s first national direct-to-consumer advisory practice.
Earlier in his career, Dunne held leadership roles at Jordan Park and LendingClub. He also spent a significant portion of his career at BlackRock, where he led teams across iShares, global markets, and securities lending and served on the company’s global operating committee.
The appointment comes as Dispatch continues expanding its wealth operations platform and industry presence.
In September 2026, Dispatch launched the Dispatch API, enabling technology providers to embed account-opening workflows directly into their products.
Earlier in the year, the company introduced Advisor Transitions, software designed to help wealth firms move advisors and client assets between organizations.
Dispatch said it has helped customers transition more than $20 billion in client assets.
The collective assets managed by customers using Dispatch’s platform have also increased from approximately $900 billion to more than $9 trillion over the past year.
Dispatch provides infrastructure for revenue-critical workflows used by wealth management firms. Its platform connects custodians including Fidelity, Charles Schwab, and Pershing with systems used for customer relationship management, financial planning, billing, electronic signatures, and document management.
The company aims to help firms accelerate the movement of assets under management, reduce manual processes, and connect data across fragmented wealth technology systems.
KEY QUOTES:
“Dispatch is building the infrastructure that solves the most complex and messy data problems for wealth management firms that enables them to scale efficiently and capture more revenue.”
Rob Nance, Co-Founder And Chief Executive Officer Of Dispatch
“Throughout my career, I’ve seen how fragmented technology and manual processes can limit a firm’s ability to scale, even when the business itself is growing rapidly. Dispatch is addressing a foundational challenge for the industry by connecting systems and turning data into action across critical workflows.”
Patrick Dunne, Head Of Wealth And Asset Management At Dispatch
