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Dispatch logo

Dispatch

Recent Finacing

Series A

Recent Raise

$18M

Dispatch provides AI-ready data orchestration for wealth advisors, syncing and reconciling client records across CRM, planning, billing, reporting, document and custodial systems via bi-directional APIs and form automation.

Founded 2022
Florida, United States
11-50
Private
dispatch.io
PitchBook

Highlights

Focus Areas

Finance
Financial Services

Recent Investors

F-Prime Capital logo
Flyover Capital logo
Fika Ventures logo
Perceptive logo
MassMutual Ventures logo
New York Life logo
Brewer Lane Ventures logo
Great Oaks Venture Capital logo
Valor Equity Partners logo
Twelve Below logo
CoFound Partners logo
T

Financials

$26M

Total Raised

2

Funding rounds

12

Investors


Team

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See the team members at Dispatch.