Financial Services
Dispatch is a wealth tech data orchestration company that solves the critical data management problem facing financial advisors. The company syncs client data across a financial advisor's technology stack, eliminating manual data collection and transcription across the 7-10 software tools advisors typically use. By providing seamless data integration and access control with compliance and audit capabilities, Dispatch enables advisors to achieve the efficiency of a fully-integrated software suite while maintaining freedom of tool choice. The company targets the $80T financial advisory industry, which has historically lagged behind self-service fintech in technological innovation.
Beta · Sourced from candidate reports
Be the first to share your experience with Dispatch.
Your reply helps other candidates know what to expect.
