Amount Raised
$8 Million
Round Type
Seed
Investors
Description
OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it 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.
Quick answer
Dispatch raised $8 Million in a Seed round, dated January 11, 2024. Investors: Valor Equity Partners, Mariner Wealth Advisors, Flyover Capital, The Compound Capital Fund I, LP, Co Found Partners, Twelve Below, Great Oaks and Fika Ventures. Dispatch is based in Miami, Florida, United States.
- How much did Dispatch raise?
- Dispatch raised $8 Million in a Seed round on January 11, 2024.
- Who invested in Dispatch?
- Valor Equity Partners, Mariner Wealth Advisors, Flyover Capital, The Compound Capital Fund I, LP, Co Found Partners, Twelve Below, Great Oaks and Fika Ventures are named as investors in this round.
- What does Dispatch do?
- Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack.
- Where is Dispatch based and how big is it?
- Dispatch is based in Miami, Florida, United States.
- Who are the decision-makers at Dispatch?
- Fundz holds 1 contact at Dispatch, including the Executive Officer, Director. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Software Development around the same time
Companies in the same sectors as Dispatch that raised within 45 days of this round, from Fundz verified event records.
- Xergy raised $3.9M (Series A) on February 23, 2024.
- Serverpod raised $1.8M (Seed) on February 23, 2024.
- EigenLabs raised $100M (Series B) on February 23, 2024.
- Crisp raised $50M (Series B) on February 22, 2024.
- Kusho raised $600K (Pre-Seed) on February 22, 2024.
- Haomo.Ai raised $14M (Series B) on February 22, 2024.
Who to call at Dispatch, and when
A new round usually means Dispatch is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Dispatch raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Dispatch, from your own LinkedIn network
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Fundz sees it the moment Dispatch raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Dispatch raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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