Dispatch, a WealthTech company specialising in intelligent data management for financial advisors, has raised $18m in a Series A funding round, bringing its total capital raised to $30m.
The round was led by Brewer Lane Ventures, with additional support from New York Life Ventures, MassMutual Ventures, Perceptive Ventures and existing investors F-Prime, Flyover Capital and Fika Ventures.
The firm has built a platform that serves as the data backbone of modern advisory technology stacks, automating repetitive data tasks and enabling wealth managers to reconcile client information across multiple systems. By connecting clean, real-time data, Dispatch allows advisors to harness AI for accurate insights and the automation of complex processes.
The fresh capital will be channelled into accelerating the development of agentic workflows and AI-driven data orchestration.
Dispatch has already attracted some of the largest names in wealth management. Clients include Mariner, Sanctuary Wealth and Choreo, who collectively represent more than $1trn in assets under advisement. The company claims its platform has reduced costly errors by over 90% while saving thousands of hours in manual workflows.
Alongside this, Dispatch has expanded its integrations, offering bi-directional connectivity across CRM, financial planning, billing, reporting, document storage and e-signature tools. Its proprietary Form Builder is also highlighted as the only solution capable of completing every field on custodial forms, with both form-based and API integrations available for major custodians, it said.
Brewer Lane Ventures general partner Chris Downer said, “Dispatch is creating critical infrastructure that the wealth management industry has been missing. Their approach to data orchestration redefines how firms and fintechs can serve clients, while giving advisors the tools to operate with speed, accuracy and efficiency. We are excited to partner with visionary founders like Rob and team to provide not only capital, but also the knowledge and relationships to help them build a market-leading company.”
Dispatch CEO and co-founder Rob Nance said, “This funding is a testament to the importance and size of the problem we’re solving.
“Disconnected and inconsistent data is a prevalent issue in wealth management, creating inefficiencies for firms and frustrating clients. We built Dispatch to address that head-on, giving advisors and enterprises a seamless way to keep information accurate and connected across their tech stacks. We’re grateful to Brewer Lane and our other investors for backing that vision and enabling us to continue building the infrastructure that makes wealth management simpler, faster and more client-centric.”
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