# Dispatch

> Dispatch provides data orchestration and operational workflows for wealth management firms and fintech vendors. It normalizes and synchronizes client information across custodians, CRMs, planning, billing, document storage and e-signature systems, supporting account opening, onboarding and advisor transitions. Its API lets other software companies embed custodian account-opening workflows.

- **Founded:** 2022
- **Headquarters:** New York, United States
- **Founders:** Rob Nance (Co-founder and CEO), Madalyn Armijo (Co-founder and COO), Rafi Lurie (Co-founder and Chief Product Officer)
- **Products:** Account Opening, Data Syncing, Client Onboarding, Advisor Transitions, Dispatch API
- **Notable:** Announced $18 million Series A in September 2025 and $30 million total capital raised., Launched Advisor Transitions on May 28, 2026., Selected for Hightower Signature Wealth data infrastructure in August 2026.

## Products & services

- **Account Opening** — Validates and populates client data, generates required forms, coordinates signatures and submits accounts across supported Fidelity, Charles Schwab and Pershing workflows.
- **Data Syncing** — Bi-directional client and account data synchronization with identity resolution, configurable systems of record and audit trails.
- **Client Onboarding** — Collects client data once, creates forms and signatures, and distributes records across connected firm systems.
- **Advisor Transitions** — Cleans and normalizes incoming client records, generates firm and custodian paperwork and coordinates multi-custodian advisor transitions.
- **Dispatch API** — Lets wealthtech companies and technology-forward RIAs embed Dispatch workflows into their products; account opening was the first available capability at launch.
- **Form Builder** — Programmatic population of supported custodial and firm forms using normalized client data.

## Achievements

- Announced $18 million Series A in September 2025 and $30 million total capital raised.
- Launched Advisor Transitions on May 28, 2026.
- Selected for Hightower Signature Wealth data infrastructure in August 2026.
- Launched Dispatch API on September 14, 2026 with Jump and Wealthbox as initial partners.
- Sanctuary Wealth reported transitioning more than $200 million in client assets in under two weeks.
- Dispatch describes itself as SOC2 certified; no audit report was reviewed for this profile.

## Latest updates

- **2026-09** — Dispatch API launched September 14 with account opening as its first capability; Wealthbox and Jump were initial embedding partners.
- **2026-08** — Hightower selected Dispatch for Signature Wealth data infrastructure; the release dateline is August 26.
- **2026-08** — Appointed Bob Oros, Rajini Kodialam, Stephen Langlois and Sachin Shah to its inaugural advisory board on August 5.
- **2026-05** — Launched Advisor Transitions as its fourth core workflow on May 28.
- **2026-02** — Published an operator explanation of Schwab API account opening and its routing between API and DocuSign.

## Links

- Website: https://www.dispatch.io/
- LinkedIn: https://www.linkedin.com/company/dispatch-io/

---

Profile page: https://yespress.io/dispatch
Published by YesPress — https://yespress.io
Last updated: 2026-10-03