Dispatch is a wealth technology company operating in the United States. It has built what it describes as the first data orchestration platform for the financial advisory sector, a market responsible for managing over $80 trillion in assets. The platform's central function is to connect client data across a fragmented landscape of custodians, customer relationship management (CRM) systems, financial planning tools, billing systems, and document storage. This creates a single, synchronized source of truth for advisory firms.
The company's technology stack focuses on data orchestration, real-time syncing, and the application of artificial intelligence for data matching, deconfliction, and merging. These capabilities are designed to resolve discrepancies in client information - such as mismatched names or addresses - across the seven to ten different software tools a typical advisor may use. The system aims to keep all integrated platforms aligned in real time.
Dispatch's product suite addresses several operational challenges for advisors. Beyond its core orchestration platform, it offers fully digital account opening with major custodians including Schwab, Fidelity, and Pershing, as well as instant client onboarding. The company states its technology facilitates what it calls the fastest advisor transitions in the industry, a critical process when advisors move between firms.
