Latest round

Series A

Last raised

Jul 2025

Total raised

$19M

Investors

12

About Dispatch

, trading under the name Dispatch, operates as a software-as-a-service platform that provides client management, onboarding automation, and integration solutions for financial advisors, financial technology firms, and aggregators. Founded by Rob Nance, Dispatch emerged from his frustrations as a financial planner dealing with manual data entry. Recognizing the tech gap in wealth management, he built Dispatch to streamline advisor workflows and reduce reliance on outdated systems like Excel and Google Docs. In July 2025, Dispatch, Inc. Dispatch offers automated client onboarding, real-time data syncing, and integration with top financial software. Advisors can create custom intake forms, white-label client experiences, and securely manage data with encryption and multi-factor authentication. It eliminates manual entry and enhances operational efficiency.

Who invested in Dispatch

12 investors across 3 rounds

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Funding rounds

  1. Series A

    Jul 14, 2025

    Amount

    $18M

    Investors

    Locked

  2. Seed

    Nov 10, 2011

    Amount

    $1M

    Investors

    Locked

  3. Seed

    Jul 12, 2011

    Amount

    $0M

    Investors

    Locked

Questions about Dispatch

Who invested in Dispatch?

Dispatch has 12 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Dispatch raised?

Dispatch has raised 3 venture rounds. Sign up free to see how much each round raised and the total.

When did Dispatch last raise money?

Dispatch's most recent round on record is a Series A, in Jul 2025.

What does Dispatch do?

, trading under the name Dispatch, operates as a software-as-a-service platform that provides client management, onboarding automation, and integration solutions for financial advisors, financial technology firms, and aggregators.

Where is Dispatch headquartered?

Dispatch is headquartered in Miami, US.

Which VCs invest in companies like Dispatch?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Dispatch's stage. Their profiles are linked below.

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