COMPANY PROFILE / #2005
Dispatch
Miami, FLVenture Capital-Backed
OVERVIEW
Developer of a wealth-tech advisory platform designed to improve independent financial advisor capabilities. The company's platform allows independent advisors to build their ideal firm through strategic investments and tech-forward options, enabling financial advisors to spend less time on manual, repetitive tasks and improve performance reporting, billing, and investment management.
已融资32.87
最新估值83.00
员工数39
成立年份2022
公司概况
- Companies
- Dispatch
- Description
- Developer of a wealth-tech advisory platform designed to improve independent financial advisor capabilities. The company's platform allows independent advisors to build their ideal firm through strategic investments and tech-forward options, enabling financial advisors to spend less time on manual, repetitive tasks and improve performance reporting, billing, and investment management.
- Website
- www.dispatch.io
- HQ Location
- Miami, FL
- Year Founded
- 2022
- Keywords
- customer relationship management, financial advisory, independent financial advice, investment management, strategic investment, strategic investment service
- Competitors
- Ledgex Systems, Advizr, InvestCloud, Vestmark, Invessence, SS&C Advent, Allvue Systems, Investment Metrics, eFront, Caissa, Advicent Solutions, Numerix, Solovis, Altvia Solutions, Reval, GTreasury, SimCorp, Bottomline Technologies, Access Systems (Financial Software), Ebix (Financial Software), First Rate Vantage, Advisor Software, ION Trading UK, SigFig, Total Rebalance Expert, WeInvest, RedBlack Software, Eze Software, Cogency Software, Altruist, AdvisorEngine, Addepar, BELLIN Treasury International, Personal Capital, FutureAdvisor, Derivitec, TreasuryXpress, FundCount, eMoney Advisor, Acorns Grow, Finastra, Macroaxis, Wealthfront, Derivative Path, AutoWealth, StarCompliance, Marquis Software Solutions, Trovata, Orion Advisor Solutions, Capix (Financial Software), ABM Cloud, MoneyGuide, SS&C Innovest
- Ownership Status
- Privately Held (backing)
- Company Financing Status
- Venture Capital-Backed
融资与估值
- Total Raised
- 32.87
- First Financing Date
- 16-Sep-2022
- First Financing Size
- 2.60
- First Financing Valuation
- 6.10
- Last Financing Date
- 29-Jul-2025
- Last Financing Deal Type
- Early Stage VC
- Last Financing Size
- 17.97
- Last Financing Valuation
- 83.00
- Last Financing Status
- Completed
- Last Known Valuation
- 83.00
- Last Known Valuation Date
- 29-Jul-2025
- Last Known Valuation Deal Type
- Early Stage VC
- Valuation Estimate
- 143.76
- Valuation Estimate Growth Rate
- 73.20%
- Active Investors
- Atomic (Private Equity), Brewer Lane Ventures, CoFound Partners, Expa, Fika Ventures, Fin Capital, Flyover Capital, F-Prime Capital, Great Oaks Venture Capital, ICONIQ Growth, MassMutual Ventures, New York Life Ventures, Perceptive Ventures, Ritholtz Wealth Management, Twelve Below, Valor Equity Partners
- # Active Investors
- 16
- Acquirers
- —
团队与联系人
- Employees
- 39
- Employee Growth %
- 62.50% E
- Employee History
- 2025: 39, 2024: 24 E, 2023: 8, 2022: 2
- Primary Contact
- Robert Nance
- Primary Contact Title
- Co-Founder, Chief Executive Officer, President, Secretary, Treasurer & Board Member
- Primary Contact Email
- rob@dispatch.io
- Primary Contact Phone
- +1 (305) 570-4090
增长与经营
- Revenue
- —
- Revenue Growth %
- —
- Growth Rate
- 0.00%
- Growth Rate % Change
- —
- Growth Rate Percentile
- 13
- Size Multiple
- 12.54x
- Size Multiple % Change
- 0.00%
- Size Multiple Change
- 0.00x
- Size Multiple Percentile
- 94
- Majestic Referring Domains
- 326
- SimilarWeb Unique Visitors
- 1,103
- SimilarWeb Unique Visitors Change
- -160
- SimilarWeb Growth Rate
- —
- SimilarWeb Growth Rate Percentile
- —
- Success Probability Over Time – 1 Year
- 7%
- Success Probability Over Time – 3 Year
- 24%
- Success Probability Over Time – 5 Year
- 43%
记录来源：public.companies · 原始序号 #2005 · 所有字段均按数据库原值展示。