# Dispatch

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/dispatch

- Industry: Software
- Headquarters: Miami, US
- Website: www.dispatch.io/
- Total disclosed funding: $19M
- Latest round: Series A (Jul 14, 2025)
- Investors on record: 12

## About

Established in 2011 and based in Florida, US, OneAdvisory, Inc., 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Recognizing the tech gap in wealth management, he built Dispatch to streamline advisor workflows and reduce reliance on outdated systems like Excel and Google Docs.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. raised USD 17.97 million in series A funding led by Brewer Lane Ventures, with participation from other new investors NYL Ventures, MassMutual Ventures, and Perceptive Ventures. Returning investors F-Prime Capital, Flyover Capital, and Fika Ventures also participated in the round. 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. The company will use the July 2025 funding to accelerate its platform, investments, and data orchestration capabilities.

## Funding rounds

- Series A, Jul 14, 2025, $18M — F-Prime Capital, MassMutual Ventures, Flyover Capital, Fika Ventures, NYL Ventures, Brewer Lane Ventures, Perceptive Ventures
- Seed, Nov 10, 2011, $1M — SV Angel, Zelkova Ventures, Lerer Hippeau Ventures, Thrive Capital
- Seed, Jul 12, 2011, $0M — Techstars

## Investors

- Techstars (https://capitalatlas.ai/funds/techstars) — Seed
- SV Angel (https://capitalatlas.ai/funds/sv-angel) — Seed
- Zelkova Ventures (https://capitalatlas.ai/funds/zelkova-ventures) — Seed
- Lerer Hippeau Ventures — Seed
- Thrive Capital (https://capitalatlas.ai/funds/thrive-capital) — Seed
- F-Prime Capital (https://capitalatlas.ai/funds/f-prime-capital) — Series A
- MassMutual Ventures (https://capitalatlas.ai/funds/massmutual-ventures) — Series A
- Flyover Capital (https://capitalatlas.ai/funds/flyover-capital) — Series A
- Fika Ventures (https://capitalatlas.ai/funds/fika-ventures) — Series A
- NYL Ventures (https://capitalatlas.ai/funds/nyl-ventures) — Series A
- Brewer Lane Ventures (https://capitalatlas.ai/funds/brewer-lane-ventures) — Series A
- Perceptive Ventures (https://capitalatlas.ai/funds/perceptive-ventures) — Series A