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.
- Category
- Wealth Management
- Stage
- Series A
- Employees
- 39
- HQ
- Miami, United States
- Founded
- 2022
- Funding
- $30M