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    Dispatch

    At a Glance

    Finance / Fintech

    11-50

    Overview

    Dispatch is a wealth tech company that specializes in data orchestration for financial advisors, addressing the complex challenges of client data management across various advisory technologies. Their platform automates workflows such as onboarding, account opening, and continuous data syncing, enabling advisors to manage their technology stacks more efficiently. By streamlining processes and reducing the time spent on manual data handling, Dispatch allows advisors to focus on delivering exceptional client experiences. The organization's team comprises experienced professionals with deep roots in both technology and the financial advisory sector, committed to enhancing user experiences and fostering innovation within the industry.

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