Dispatch
Dispatch is an AI-powered data orchestration platform serving wealth management firms, connecting custodians, CRMs, and planning tools via bi-directional syncing, account opening, onboarding, and advisor transition workflows for RIAs, aggregators, and fintechs.
- Company typePrivate
- Founded2024
- HeadquartersMiami, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Dispatch does
Dispatch (legal entity OneAdvisory, Inc.) is an AI-powered data orchestration platform purpose-built for the wealth management industry, connecting custodians, CRMs, financial planning tools, billing platforms, document storage, and eSignature systems through a unified bi-directional data layer. The platform offers four core workflow modules—Account Opening, Client Onboarding, Advisor Transitions, and Data Syncing—using a proprietary translation engine, AI-powered identity resolution, and pre-submission validation to eliminate Not-In-Good-Order (NIGO) errors and accelerate operational workflows. Dispatch claims over 85% market coverage across the three major custodians (Schwab, Fidelity, BNY Pershing) and supports 3M+ workflow combinations through its common data model.
Dispatch firmographics
Firmographics- Name
- Dispatch
- Legal name
- OneAdvisory, Inc.
- Website
- https://dispatch.io
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Dispatch is an AI-powered data orchestration platform serving wealth management firms, connecting custodians, CRMs, and planning tools via bi-directional syncing, account opening, onboarding, and advisor transition workflows for RIAs, aggregators, and fintechs.
- Ownership category
- akta.pro rank
Dispatch industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Workflow-Orchestrated Data Pipelines & Scheduling (HDAEACAK)
- akta.pro secondary industry
- Connector/Adapter Frameworks & Integration Runtimes (HDAEACAJ)
Keywords
Where Dispatch is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dispatch business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Platform subscription model for access to data orchestration, account opening, client onboarding, advisor transitions, and data syncing workflows. Pricing appears quote-based for enterprise deployments.
- API/Integration Services: Revenue from API access and integration capabilities for fintech partners and aggregators building on Dispatch's infrastructure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription - custom pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Dispatch product offering
Product offeringCore offering
Dispatch operates an AI-powered data orchestration platform that connects custodians (Schwab, Fidelity, BNY Pershing), CRMs, financial planning tools, billing, eSignature, and document storage systems for wealth management firms. The platform offers four core workflow modules: Account Opening, Client Onboarding, Data Syncing, and Advisor Transitions, using a translation engine to normalize data between systems and provide bi-directional real-time syncing. It also exposes APIs for fintech partners and wealthtech builders to integrate with its infrastructure.
Product overview
Dispatch is a unified data orchestration platform for wealth management firms, operating as a platform with four core workflow modules: Account Opening, Client Onboarding, Data Syncing, and Advisor Transitions. The platform sits across the systems firms already use—custodians (Schwab, Fidelity, Pershing), CRMs (Salesforce, Microsoft Dynamics 365, Wealthbox, Redtail), financial planning tools (Orion, emoney, Moneyguidepro), billing, eSignature, and document storage—translating and normalizing data between them. Account Opening and Client Onboarding handle new client workflows, Advisor Transitions manages advisor moves between firms, and Data Syncing maintains bi-directional real-time synchronization across the tech stack. The platform uses AI for data mapping, identity resolution, conflict resolution, and pre-submission validation to eliminate NIGO errors and accelerate time-to-revenue. Dispatch's data model supports over 3 million workflow combinations and powers firms overseeing $2 trillion in assets under management.
Differentiator
Problem solved
Functional benefit
Products and services
- Account Opening
Quantifiable outcome
- Firms accelerate transition timelines by 4x
- +8 more outcomes
Companies that use Dispatch
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Dispatch technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability5 records
Feature8 records
Dispatch partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Schwab (Charles Schwab)coreDeep custodial integration with Schwab Advisor Services. Dispatch has developed an industry-first automated Schwab account onboarding API enabling advisors to open accounts in minutes. Direct API integration beyond traditional DocuSign workflows.
- Fidelity InvestmentscoreDeep custodial integration with Fidelity for account opening, client onboarding, and advisor transitions. Clients can transition to Fidelity custodians using Dispatch's platform.
- BNY PershingcoreDeep custodial integration with BNY Pershing for account opening and advisor transitions. Supports transitions to Pershing as one of the three major custodians.
Scale indicators14 records
Recent moves7 records
Expansion highlights6 records
Dispatch competitors and assessment
Company assessmentBroad incumbents
- Addepar: Addepar is a leading wealth management technology platform serving RIAs, family offices, and large advisory firms. It overlaps with Dispatch in providing data infrastructure and integrations across custodians, CRMs, and planning tools, but operates as a broader portfolio management platform rather than a focused orchestration layer. Dispatch lists Addepar as an integration partner.
- Orion Advisor Technology: Orion provides portfolio management, reporting, and practice management software for wealth management firms, with broad CRM and custodian integrations. It competes with Dispatch in the wealthtech data layer space, though Orion's stack is deeper in portfolio accounting while Dispatch specializes in onboarding/transition orchestration. Orion is also a Dispatch integration partner.
- Envestnet: Envestnet is a large wealthtech platform offering data aggregation, portfolio analytics, and advisor technology to RIAs and enterprise wealth managers. It competes broadly in the data orchestration space, with a much larger customer base and integrated offering. As an incumbent, it could either partner with or threaten Dispatch's positioning.
- Salesforce (Financial Services Cloud): Salesforce Financial Services Cloud is a CRM platform purpose-built for wealth management, with client data models and integrations across the wealthtech stack. It is a Dispatch integration partner but also a potential competitor—Salesforce could expand its native orchestration capabilities to subsume parts of Dispatch's value proposition.
- SS&C (Advent / Black Diamond): SS&C's wealth management division (Advent, Black Diamond) provides portfolio management, reporting, and CRM solutions for RIAs and broker-dealers. It competes with Dispatch in the wealthtech infrastructure layer, with established enterprise customers and a broad product portfolio.
Emerging players
- Plaid: Plaid is a data connectivity platform primarily serving consumer fintech, with growing wealth management use cases. While its core focus is bank account connectivity, its broader data aggregation and API infrastructure overlap with Dispatch's data orchestration value proposition, and Plaid has been expanding into wealth management use cases.
- Yodlee (Envestnet): Yodlee is a financial data aggregation platform (owned by Envestnet) that provides account data connectivity, enrichment, and APIs. It overlaps with Dispatch's data syncing capabilities, particularly in connecting to custodians and financial institutions for wealth management data flows.
- Junxure (Advisor-focused CRM): Junxure provides CRM and practice management software specifically for financial advisors, with workflow automation for onboarding and client management. It competes partially with Dispatch's data orchestration and onboarding capabilities, focused on the advisor segment rather than aggregators.
- Tifin: Tifin is a wealthtech platform building AI-powered distribution and onboarding tools for financial advisors and firms. It operates in adjacent territory to Dispatch, focusing on growth enablement, lead generation, and platform infrastructure for wealth management, with potential overlap in advisor transitions and onboarding workflows.
Direct peers
- Folio (Folio Institutional): Folio Institutional provides account opening, onboarding, and trading infrastructure for RIAs and broker-dealers, with direct integrations to custodians including Schwab and Fidelity. It directly competes with Dispatch in the digital account opening and onboarding workflow space, with overlap in target customers and integration coverage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Dispatch social profiles
Digital presenceDispatch compliance and trust
Trust signalCompliance1 record
Dispatch financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dispatch leadership team
Management profileNumber of profiles
Profiles3 records
Dispatch funding detail
Funding detailFunding overview
Funding rounds4 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dispatch M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dispatch
What does Dispatch do?
Dispatch operates an AI-powered data orchestration platform that connects custodians (Schwab, Fidelity, BNY Pershing), CRMs, financial planning tools, billing, eSignature, and document storage systems for wealth management firms. The platform offers four core workflow modules: Account Opening, Client Onboarding, Data Syncing, and Advisor Transitions, using a translation engine to normalize data between systems and provide bi-directional real-time syncing. It also exposes APIs for fintech partners and wealthtech builders to integrate with its infrastructure.
Is Dispatch a public or private company?
Dispatch is a private company. It is classified as venture growth investor backed and is currently operating.
When was Dispatch founded?
Dispatch was founded in 2024. It employs 51 to 100 people.
Where is Dispatch based?
Dispatch is headquartered in Miami, United States, in the North America region.
How does Dispatch make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are API/Integration Services.
Who are Dispatch's main competitors?
Broad incumbents on record are Addepar, Orion Advisor Technology, Envestnet, Salesforce (Financial Services Cloud) and SS&C (Advent / Black Diamond). Emerging players are Plaid, Yodlee (Envestnet), Junxure (Advisor-focused CRM) and Tifin. Folio (Folio Institutional) is listed as a direct peer.
Does Dispatch have an API?
Yes. Dispatch offers an API-based integration for automated Schwab account onboarding, enabling advisors to open accounts in minutes directly from the Dispatch platform without manual data entry. The API was announced in February 2026 for early access (Q1 2026 rollout) and represents a direct integration with Schwab Advisor Services' digital workflow technology. The company also supports API-based account opening across custodians, with Schwab API submissions enabling accounts to open in as little as a few minutes versus traditional multi-day processing. Dispatch's routing engine intelligently routes between Schwab API and DocuSign based on account type and workflow requirements. Developer documentation is at dispatch.io/contact.
What industry is Dispatch in?
Dispatch's product category is Wealth Management Software. Its primary akta.pro industry code is HDAEACAK, Workflow-Orchestrated Data Pipelines & Scheduling, with a secondary code of HDAEACAJ, Connector/Adapter Frameworks & Integration Runtimes. Its NAICS code is 54151 and its SIC code is 7370.