Fundz

Oneadvisory Rebrands As Dispatch, Closes $8 Million Seed Funding Round

PRIVATEJan 11, 2024

Amount Raised

$8 Million

Round Type

Seed

MiamiSoftware Development

Investors

Valor Equity PartnersMariner Wealth AdvisorsFlyover CapitalThe Compound Capital Fund I, LPCo Found PartnersTwelve BelowGreat OaksFika VenturesF Prime Capital

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

Works inside ChatGPT and Claude. Ask who to call at Dispatch. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Dispatch

Location

2150 N. BAYSHORE DRIVE #905

Miami, Florida, United States

About

Dispatch is a data orchestration company focused on syncing data across an advisor's tech stack. We make it easy to automate onboarding, open accounts and maintain client data across separate software systems.

AI made execution free. Knowing first is the whole game now.

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

1 contact
Verified contactsRobert N., Executive Officer, Director hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Dispatch's next move

See what Strategic adds

Dispatch raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.