Dispatch
PrivateLast Round
Series A
Sep 4, 2025
Total Funding Raised
$32.9M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Dispatch is a wealth-tech company that provides a data orchestration platform designed to automate and streamline administrative tasks for financial advisors by syncing client data across various software applications.
Sector
FinTech
Verticals
Wealth Management, Workflow Automation, Data Integration, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Dispatch Comparables
Compare Dispatch with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Milemarker | 86% | |
| OnBord | 79% | |
| AppCrown | 76% |
Dispatch Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Sep 4, 2025 | ||||
| Seed | Jan 11, 2024 | ||||
| Seed | Jul 10, 2023 | ||||
| Pre Seed | Aug 1, 2022 |
Key People
Founding team and executive leadership
Dispatch Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Great Oaks Venture Capital | Pre Seed, Seed |
| Flyover Capital | Seed, Series A |
| New York Life Insurance Company | Series A |
| Perceptive Ventures | Series A |
| F-Prime Capital | Series A, Seed |
| Brewer Lane Ventures | Series A |
| The Compound Capital Fund I, LP | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors increased 42% MoM, reaching 6.9K.
- Mar 12, 2026
Added HighTower Advisors, LLC, a wealth management firm, as a customer.
Recent news
Latest coverage and updates
- launchesSep 15, 2026
Dispatch launched AI-assisted account on Jun 1st '26.
Dispatch Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Dispatch's valuation, stock price, and market status.
Is Dispatch a public or private company?
Dispatch is a private company.
What is the current stock price of Dispatch?
Dispatch is a private company with no public stock price. No recent secondary market data is available.
How much is Dispatch worth (valuation)?
Valuation information for Dispatch is not publicly available.
Can I buy Dispatch stock?
Dispatch shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Dispatch's last funding round?
Dispatch's most recent funding round was Series A on September 4, 2025.
Who are the main investors in Dispatch?
Key investors in Dispatch include F-Prime Capital, Brewer Lane Ventures.
Will Dispatch IPO soon?
No public IPO plans have been announced for Dispatch.
How can I track Dispatch secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Dispatch's secondary market activity and sign up for updates.