Day 2 of Future Proof Festival 😎 we loved meeting everyone who stopped by! Come on over and meet the team (Booth 402). Special shoutout to Chris Hubbell for manning the booth while the rest of the team was in meetings. Get you an investor who can pitch your product just as well as you can and will happily talk to potential clients for eight hours straight 👏🏻
Dispatch
Software Development
Miami, FL 993 followers
Financial advisors use Dispatch to sync client data across the tech stack.
About us
Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.
- Website
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http://www.dispatch.io
External link for Dispatch
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Miami, FL
- Type
- Privately Held
Locations
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Primary
Get directions
Miami, FL, US
Employees at Dispatch
Updates
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Come see us at Future Proof starting THIS SUNDAY! The fintech demo session starts at 4:55pm on the Ocean Stage 😎 We'll be at Booth #402 the rest of the week. Stop by and say hello 👋 Madalyn Armijo Rob Nance Rafi Lurie Rob Madelmayer
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We're in good company on this list 😁 Even though we move fast, we take our time when hiring (much to our recruiter's chagrin) to ensure the right fit. We're incredibly proud of our company culture. Every single person here is: ✅ A talent ✅ Kind positive collaborative ✅ Insanely hardworking & inventive. Makes magic happen. If this sounds like you, we'd love to hear from you! Check out our careers page for open roles.
These 36 breakout startups, backed by top-tier funds, have all doubled their team sizes in the past 6 months and are now HIRING: 1) Pogo - earn and save on everything (remote US / NYC) 2) Caldera - high-performance ethereum rollup (Bay Area / remote) 3) Chamber - improved cardiovascular health (DC / remote) 4) Amber Therapeutics - adaptive neuromodulation therapy (remote) 5) Skild AI - general purpose robotic intelligence (Pittsburgh / Bay Area/ Bangalore) 6) Rhythms - AI-powered OS for high-performing teams (Bay Area / India) 7) k-ID - safety and privacy-by-design solutions for digital platforms (US remote / Singapore) 8) Cartwheel - text-to-animation platform (Remote) 9) Dosu - AI teammate for coding (Bay Area) 10) Suno - AI music (Boston / NY / remote) 11) Dispatch - data orchestration for wealthtech (NYC / Bay Area / Remote) 12) Base Power Company - reliable / affordable energy (Austin) 13) Neros Technologies - unmanned defense systems (El Segundo) 14) Pika - idea to video platform (Bay Area) 15) Quanta - real-time accounting for software companies (Bay Area) 16) Chalk - data platform for machine learning (Bay Area / NYC) 17) Nominal - test data for mission-critical systems (Austin / LA) 18) Braintrust - enterprise AI (Bay Area) 19) Stainless - easy-to-use APIs (NYC) 20) Greenlite - AML operations with AI (Bay Area) 21) Anon - Integration platform for AI (Bay Area) 22) Anterior (formerly Co:Helm) - health plans for the future (Bay Area / London) 23) Decagon - AI platform for customer support (Bay Area) 24) Leya - AI legal (Stockholm) 25) 11x.ai - AI sales rep (Bay Area) 26) Numeric - AI-powered close automation (Bay Area / NYC) 27) Factory - autonomy for software engineering (Bay Area) 28) Cape - private / secure mobile carrier (NYC / DC) 29) Zafran Security - centralized threat exposure management (Tel Aviv / US Remote) 30) Dynamic - wallet creation and user management (Remote US / EU) 31) Advocate Health - benefits (Bay Area / NYC) 32) Ambience Healthcare - AI operating system for healthcare (Remote US / Bay Area) 33) Apron - invoice and payroll (London) 34) SmarterDx - Clinical AI (Remote US) 35) Contextual AI - Contextual language models for enterprise (Bay Area) 36) PermitFlow - Software for developers, builders, contractors (NYC) Adding direct links to their career pages in the comments. 👋 follow me for more lists like this every week: Ben Lang ✨ credit to Harmonic (startup database) for helping me source the data
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We're gearing up for the DeVoe & Company DeVoe M&A Succession Summit in San Francisco next week, September 11-13. We're excited to connect with industry experts and discuss the future of RIA M&A. See everyone next week! #DeVoeMASummit24
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Thank you Future Proof for selecting us as one of the finalists in the Fintech Demo Drop! We're excited to show everyone how we collect, sync and send client data across your tech stack. Come see us on Sunday, 9/15 at 5pm on the main stage. Big congrats to Canopy Capital Group, FINNY, Fynancial, Jump - Advisor AI, LODAS Markets and TaxStatus!
Announcing our Fintech Demo Drop III Finalists!! 🏆 Our seven finalists showcase a diverse range of innovations, from bootstrapped to venture-backed companies, poised to attract industry leaders with their cutting-edge advancements. Thank you to the 100 companies who submitted applications this year. The nomination process was highly competitive and highlights the industry's commitment to using cutting-edge solutions. Please join us in congratulating our Fintech Demo Drop III finalists! Read more here: https://lnkd.in/gZUeZbGj Canopy Capital Group Dispatch FINNY Fynancial Jump - Advisor AI LODAS Markets TaxStatus
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It’s was great to catch up with Adrian Johnstone and our partners at Practifi yesterday.
Fantastic to catch-up with Rob Nance and Rob Madelmayer from Dispatch over a beer in Chicago today. The power of their technology paired with Practifi delivers on the vision of genuine #integration that #RIAs have long dreamt of and deserved. #crm #wealthtech #advicetech
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Dispatch will be at the BNY Mellon | Pershing INSITE 2024 conference this week, and we look forward to seeing you there. Stop by booth #642 to say hello! Rob Nance Rob Madelmayer
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Dispatch 🤝 Wealthbox Wealthbox users can now sync their client data more easily across their tech stack. Dispatch operates behind the scenes, directing data so you don't have to. Join Rafi Lurie, Dispatch's Chief Product Officer, on Tuesday, March 26th at 2pm ET to learn more 👇
📣 New Partnership! Learn more about the Dispatch Wealthbox integration. Read more 👉 https://bit.ly/49S2KHE
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It's a big day for us here at Dispatch 🤩 Michael Kitces is the undisputed voice of the advisor community. He's built his reputation by being consistently principled and objective. We're honored and grateful that he took the time to learn about us. Read more here 👇
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech! This month's edition kicks off with the news: -RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients -Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms -Flourish has launched a new annuities platform, aiming to provide a marketplace of fee-based annuities for fiduciary RIAs -Estate planning software provider Vanilla has announced a partnership with Vanguard's Ultra-HNW-focused Personal Advisors Wealth Management This is also a month of quite a few new additions to the "Financial AdvisorTech Solutions Map"! -Financial Planning: Fiduciary Genius,Bequest Finance, and PhilanthPro -Investment Management: AssetSprout,Future Capital, Plan Confidence, Boosted, Arqa, and Jacobi -Client Engagement: Jump, Zocks,and C&J Innovations -Business Development: Finny,TIFIN AG, Equilar, and Power -Operations: Due Diligence Works and Dispatch https://bit.ly/3HIXYj7 #advicers
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Come see Dispatch at T3 Technology Tools for Today conference! Booth 215 Rob Nance Madalyn Armijo Rafi Lurie Sameer Sawaqed
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