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- Headquarters
- Miami, Florida
- Employees
- 11–50
- Founded
- 2022
- Business Model
- B2B
- Website
- oneadvisory.co
- Total Funding
- $14.9M
- Last Round
- $2.6M Pre-SeedJan 2024
- Rounds
- 3
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 $2.6M Pre-Seed round in Jan 2024. Investors include Fika Ventures, Valor Equity Partners and Twelve Below.
Tech & App Stack
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Funding History
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Jan 2024
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Pre-Seed through Seed — per-round amounts, valuations, and who invested in each round.
Investors
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