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Dispatch

Financial Technology (Fintech) ~30 employees
Founded
--
Employees (Est.)
~30
3 leaders known
Total Funding
$26.0M
Funding Rounds
2
Last Funding
2025-09-04

About Dispatch

Dispatch is a platform designed to help financial advisors manage and sync client data across their technology stack, aiming to save time and simplify workflows by automating data entry and integration processes.

Products & Services

Client Onboarding:Instantly onboard clients or transition existing ones without manual, repetitive data entry.
Account Opening:Fully digital account opening with automatic population of necessary information to open and fund accounts.
Integrations:Real-time data syncing across connected tools to ensure the most updated client information.

Specialties

Client Data Management Data Syncing and Integrations Digital Account Opening Workflow Simplification for Financial Advisors

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series A
T: -
FT: Series A 		A: 18000000
MR: -
FA: $18 million
FAN: 18000000 		D: 2025-09-04
FD: 2025-09-04 		7 investors
2 RT: Seed
T: -
FT: Seed 		A: 8000000
MR: -
FA: $8 million
FAN: 8000000 		D: 2024-01-11
FD: 2024-01-11 		8 investors
Series A Latest
2025-09-04
$18.0M
7 investors (Pro only)
Seed 2024-01-11
$8.0M

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Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

R

Rob Nance

Co-founder, CEO

LinkedIn (Pro only)
M

Madalyn Armijo

Co-founder, COO

LinkedIn (Pro only)
R

Rafi Lurie

Co-founder, CPO

LinkedIn (Pro only)

Recent News

Dispatch Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (Fintech)
Company Size
~30 employees (est.)

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Technology Stack

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