Dispatch

Dispatch is a wealth-tech data orchestration company based in the United States. Its platform connects client data across custodians, CRMs, planning tools, billing systems and document storage, maintaining a single real-time source of truth for financial advisors. The company describes itself as the first data orchestration platform built for the wealth management industry, a sector in which US financial advisory firms manage over $80 trillion in assets and advisors commonly reconcile client data manually across seven to ten separate software tools.

The technical work centres on data integration and identity resolution. Dispatch's AI-powered data matching, deconfliction and merging capabilities resolve client identities even when names, addresses or account details disagree across systems - an entity-resolution problem compounded by real-time data syncing and API-level integration with a range of downstream systems. Related products include fully digital account opening across the custodians Schwab, Fidelity and Pershing, instant client onboarding, and support for advisor transitions.

The company positions its work as addressing data silos that produce error-prone manual transcription, compliance exposure and Not In Good Order (NIGO) issues. Its stated mission is to give financial advisors a fully integrated technology stack while preserving their freedom to select the best individual tools for their business. Named enterprise customers include Sanctuary Wealth, Hightower, Ritholtz Wealth Management and Mariner Wealth Advisors.