MIAMI, FL, OneAdvisory has rebranded as Dispatch alongside an $8 million seed financing round.
OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), has raised $8 million in seed funding. The round was led by global venture capital firm F-Prime Capital, with participation from existing investors Fika Ventures, Great Oaks and Twelve Below. Also joining the round were new investors CoFound Partners; The Compound Capital Fund I, LP, a qualifying venture capital fund established through Ritholtz Wealth Management; Flyover Capital, the affiliated venture capital fund of Mariner Wealth Advisors; and Valor Equity Partners.
Dispatch is wealthtech's first data orchestration company. Our mission is simple: to seamlessly sync client data across the advisor's tech stack and to free wealthtech companies from the burden of continually building and maintaining integrations.
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