OneAdvisory
Wealth Management
8 open rolesWealth ManagementMiami, United States39 employees$30M raisedEst. 2022
Brewer Lane Ventures
New York Life Ventures
MassMutual Ventures
Perceptive Ventures
F-Prime Capital
Flyover Capital
About OneAdvisory
- OneAdvisory, now rebranded as Dispatch, is a wealthtech platform launched in late 2022.
- It provides a solution for registered investment advisors (RIAs) to effortlessly manage client data, automate onboarding, and instantly open accounts, keeping data in sync across their tech stack.
OneAdvisory is listed on Rocketlist with 8 active roles. The company is categorized as Wealth Management in FinTech. OneAdvisory is at Series A stage, with a B2B business model, headquartered in Miami, United States. OneAdvisory was founded in 2022 and has 39 employees. OneAdvisory has raised $30M. Active roles are refreshed daily from public hiring sources.