Dispatch
PrivateLast Round
Series A
Sep 4, 2025
Total Funding Raised
$32.9M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Dispatch operates in Enterprise Software and is based in Miami, Florida. Its latest recorded funding round was a Series A round in September 2025.
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
Enterprise Software
Verticals
Wealth Management, Workflow Automation, Data Integration, Compliance & Risk
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
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% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 11, 2026
Monthly visitors increased 30% MoM, reaching 5.1K.
- Jul 25, 2026
Monthly visitors increased 42% MoM, reaching 6.9K.
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Recent news
Latest coverage and updates
- launchesSep 15, 2026
Dispatch introduces a limited-beta AI-assisted account-opening capability in Jun '26 that draws on information across connected systems and turns meeting data into completed, validated and signed applications at Schwab Advisor Services or Fidelity before the meeting ends.
- attends_eventSep 14, 2026
Dispatch attends Future Proof Festival on Sep 14th '26, where it announced a new API for account opening and custodian execution and named Wealthbox as one of its first partners building on it.
- launchesSep 14, 2026
At Future Proof Festival on Sep 14th '26, Dispatch announced the launch of its API for account opening and custodian execution, with Wealthbox among the first partners building on it.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Dispatch's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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, F-Prime Capital.
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 in Dispatch's shares on secondary markets.