- Headquarters
- Miami, Florida
- Employees
- 11–50
- Founded
- 2022
- Business Model
- B2B
- Website
- oneadvisory.co
- Total Funding
- $14.9M
- Last Round
- $8.0M SeedJan 2024
- Rounds
- 3
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 5 investors for this company. The full record is or through the API.
About
OneAdvisory (now rebranded as Dispatch) was a fintech company founded in 2022 that built a data integration and client onboarding platform for registered investment advisors (RIAs) and wealth management firms. The platform enabled financial advisors to collect, sync, and manage client data across their technology stack — connecting CRMs, custodians (Fidelity, Schwab, Pershing), and portfolio management systems into a unified record. The company rebranded to Dispatch in January 2024 after closing an $8 million seed round led by F-Prime Capital.
Summary
OneAdvisory is a Fintech company based in Miami, United States, founded in 2022. It has raised $14.9M in total across 3 rounds, most recently a $8.0M Seed round in Jan 2024. Investors include Fika Ventures, Valor Equity Partners and Twelve Below.
Tech & App Stack
4 technologies & apps tracked
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Funding History
Jan 2024
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Funding: Seed. Amounts, valuations, and investors where available.
Investors
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