About Dispatch
Dispatch is a Technology company based in Miami (United States) founded in 2010 by Rafi Lurie, Rob Nance, and Madalyn Armijo. It operates as a client data management is facilitated for financial advisors. It operates on a SaaS (Software-as-a-Service) model. Dispatch has raised $30.27 million across 3 funding rounds from investors including Flyover Capital, F-Prime Capital and Fika Ventures. Its chief executive is Rob Nance. Dispatch offers products and services including Client Onboarding, Account Opening, and Integrations. Its focus areas include Financial Technology and Wealth Management Software. Its legal entity is OneAdvisory, Inc. Its competitors include Astronomer, Dagster, Hammerspace, Alluxio and Vaultspeed and 4 more; 9 of its 9 listed competitors have raised funding.
Company details
Client data is managed and synced across various tools by Dispatch, targeting financial advisors, fintechs, and aggregators. Workflows are simplified through real-time data integration, digital account opening, and instant client onboarding. Solutions are provided to enhance efficiency in the wealth management sector. Security is prioritized with SOC2 certification and advanced encryption protocols.
- Headquarters Miami, United States
- Founders Rafi Lurie, Rob Nance, Madalyn Armijo
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website dispatch.io
- Social LinkedIn X
- Legal Name Oneadvisory, Inc.
- Total Equity Funding$30.27M (USD)
in 3 rounds
- Latest Funding Round$17.97M (USD), Series A
Jul 2025
- InvestorsFlyover Capital
& 7 more
Products & Services of Dispatch
Dispatch offers a comprehensive portfolio of products and services, including Client Onboarding, Account Opening, and Integrations.
Client profiles are built instantly without manual entry.
Accounts are opened digitally with automated data population.
Client data is synced across connected software tools.
Funding Insights of Dispatch
Dispatch has successfully raised a total of $30.27M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $17.97 million completed in July 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $30.27M
- Total Rounds 3
- Last Round Series A — $17.97M
- First Round $4.3M
(Jul 2023)
- Investors Count 8
All 3 funding rounds of Dispatch with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul 2025 | $17.97M | Series A | – | – | – |
| Jan 2024 | $8M | Seed | – | F-Prime Capital | |
| Jul 2023 | $4.3M | Seed | – | – |
8 investors in total: 8 institutional.
Investors in Dispatch
Dispatch has secured backing from 8 investors, including venture fund and institutional investors. Prominent investors backing the company include Flyover Capital, F-Prime Capital and Fika Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in life sciences, technology, healthtech, and crypto sectors from global locations. | – | fprimecapital.com | - | |
Seed-stage tech-focused VC firm investing primarily in the US | – | fika.vc | Los Angeles, United States | |
Tech focused early-stage micro VC firm investing in the US | – | greatoaksvc.com | New York, United States | |
A seed stage venture capital fund is operated by Twelve Below. | – | twelvebelow.co | New York, United States | |
CoFound is operated as a pre-seed fund for startups. | – | cofoundpartners.com | - | |
Stage agnostic venture capital firm backed by fund of funds | 2014 | flyovercapital.com | Overland Park, United States | |
Private equity firm | – | valorep.com | Chicago, United States | |
Offers personalized investment advice, financial planning, and wealth management solutions. | 2013 | ritholtzwealth.com | New York, United States |
Investor details for Dispatch
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Dispatch
11 people are tracked at Dispatch (4 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
Rafi Lurie | Co-Founder | Leadership |
Rob Nance | Co-Founder & CEO | Leadership |
Madalyn Armijo | Co-Founder | Leadership |
Erika Leon | Director Of Operations | Leadership |
Teresa Evans | Product Operations Manager | Team |
Peter Gonzalez | Founding Enterprise CSM | Team |
Carlos Conde | Senior Software Engineering Manager | Team |
Collin Boyer | Lead Product Designer | Team |
Kevin Decker | Founding Engineer | Team |
Edward Baeg | Software Engineer | Team |
Adam Benvie | Founding Product Manager | Team |
Complete people profiles for Dispatch
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Verified entity values are shown only after access is granted.
Timeline of Dispatch
3 dated milestones of Dispatch across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Dispatch is founded.
- Funding First funding round of $4.3M.
- Funding Latest funding round, Series A, of $18.0M.
Competitors of Dispatch
Dispatch has 9 listed competitors in our database, 9 of them funded. They include Astronomer, Dagster, Hammerspace, Alluxio and Vaultspeed, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| astronomer.io | 2015 | Cincinnati, United States | $316.22M | 145 | Cloud-based platform is used for managing data pipelines. | |
| dagster.io | 2018 | San Francisco, United States | $47M | 33 | Dagster is recognized as a modern data orchestration platform. | |
| hammerspace.com | 2018 | Los Altos, United States | $156.7M | – | Storage management solutions are provided via machine learning and virtualization. | |
| alluxio.io | 2015 | San Mateo, United States | $89M | 32 | Cloud data orchestration is enabled for analytics and AI/ML workloads. | |
| vaultspeed.com | 2018 | Leuven, Belgium | $20.69M | 5 | Cloud-based data warehouse automation solutions are provided. | |
| enate.io | 2000 | Cheltenham, United Kingdom | $2.74M | 26 | Data orchestration solutions are delivered via a cloud-based platform. | |
| fantix.ai | 2022 | New York, United States | $1.6M | – | AI-based data abstraction and security solutions are delivered. | |
| featureform.com | 2020 | United States | $5.61M | – | Provider of AI-based open-source platform offering data orchestration | |
| cannerdata.com | 2020 | Taipei, Taiwan | $3.5M | – | Cloud data mesh platform enables data management and orchestration. |
Detailed competitors of Dispatch
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Dispatch
The website of Dispatch (dispatch.io) receives about 6.5K visits a month.
- Monthly visits6.5K
▲ 9.2% vs previous month
Top companies in Business Analytics & Intelligence Tools
10 companies that operate in the same segment as Dispatch (Business Analytics & Intelligence Tools), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Data, analytics, and AI capabilities are unified in a platform. | 2013 | San Francisco, California, United States | USD 25.18 B | USD 15.9 M | 5,679 | |
Platform that provides data analysis and management solutions | 2003 | Denver, Colorado, United States | USD 2.46 B | USD 2.87 B | 5,915 | |
Consumer intelligence-driven mobile marketing platform is provided for user acquisition. | 2005 | Singapore, Singapore | USD 10 M | USD 288.73 M | 618 | |
AI-based solutions for health management are provided. | 2015 | Dallas, Texas, United States | USD 2.8 B | – | 1,111 | |
Artificial intelligence and analytics solutions are provided for enterprise transformation. | 2000 | New York, New York, United States | USD 685 M | USD 270.83 M | 5,217 | |
Cloud based data streaming analytics and governance platform | 2014 | Mountain View, California, United States | USD 456 M | USD 963.64 M | 3,583 | |
Risk assessment and management solutions are provided for enterprises. | 2020 | San Diego, California, United States | USD 328.24 M | – | 2,114 | |
Cloud-based analytics solutions for retail shelf management are delivered. | 2010 | Singapore, Singapore, Singapore | USD 1.03 B | USD 15.24 M | 567 | |
AI based text summarization and contextualization software tool | 2015 | San Francisco, California, United States | USD 222.7 M | – | 194 | |
AI-based fraud prevention for e-commerce payments is provided. | 2013 | New York, New York, United States | USD 232.02 M | USD 346.08 M | 724 |
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Related news about Dispatch
Complete news archive for Dispatch
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Frequently Asked Questions about Dispatch
Dispatch was founded in 2010 and raised its 1st funding round 13 years after it was founded.
Dispatch is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Rob Nance is the current CEO of Dispatch. They have also founded this company.
Dispatch is a funded company, having raised a total of $30.27M across 3 funding rounds to date. The company's 1st funding round was a Seed of $4.3M, raised on Jul 2023.
Client data is managed and synced across various tools by Dispatch, targeting financial advisors, fintechs, and aggregators. Workflows are simplified through real-time data integration, digital account opening, and instant client onboarding. Solutions are provided to enhance efficiency in the wealth management sector. Security is prioritized with SOC2 certification and advanced encryption protocols.
Dispatch's top competitors include Vaultspeed, Astronomer and Alluxio.
Dispatch offers Client Onboarding, Account Opening, and Integrations.
Dispatch has 8 investors. Key investors include Flyover Capital, F-Prime Capital, Fika Ventures, Great Oaks Venture Capital, and Twelve Below.
Dispatch operates through Oneadvisory, Inc..