Fundraising Fox

OneAdvisory

Miami, US · Founded 2022 · Delaware corporation · 10 known investors

Find your way into OneAdvisory

Founders & leadership

RN
Robert NanceNamed on SEC filing
MA
Madalyn ArmijoNamed on SEC filing

Board

CDChris Downer
Chris Downerin𝕏Board directorGeneral Partner at Brewer Lane Ventures
DJDavid Jegen
David Jegenin𝕏Board directorManaging Partner, Tech Fund at F-Prime Capital Partners
RL
Rafi LurieBoard director

Investors · 10

Brewer Lane VenturesreportedBostonvia Chris Downer · board
CoFound Partners VenturereportedSan Francisco · $500K – $1.5M
F-Prime Capitalreported · 3 sourcesCambridge · $3M – $10Mvia David Jegen · board
Fika VenturesreportedCulver City · $250K – $2M
Ritholtz Wealth Managementreported · 2 sourcesCharlotte
Twelve BelowreportedNew York · $1M – $3M

Also in the syndicate · 4

Great OaksMarinerMariner Wealth AdvisorsValor Equity

Funding

SEC filings, press & company announcements

$28.6M disclosed across 3 of 4 rounds · 2022–2025

▶$18MraisedJul 2025 · 11 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Chris DownerDirector
  • Rafi LurieDirector
  • Robert NanceExecutive Officer, Director, Promoter
  • David JegenDirector
  • Madalyn ArmijoDirector, Promoter
Offering amount
$18M
Amount sold
$18M
First sale
Jul 2025
Incorporated
Corporation, Delaware, 2022
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$2.6MraisedSep 2022 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Madalyn ArmijoDirector
  • Robert NanceExecutive Officer, Director
Offering amount
$2.6M
Amount sold
$2.6M
Minimum investment
$1
First sale
Aug 2022
Incorporated
Corporation, Delaware, 2022
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

OneAdvisory rebrands as Dispatch, closes $8 Mn seed funding roundfintecbuzz.com · Jan 2024Data Management Platform OneAdvisory Raises $8M in Seed Fundingwealthmanagement.com · Jan 2024Exclusive: Wealth tech startup OneAdvisory raises $4.3Maxios.com · Jul 2023

Frequently asked questions

Who are OneAdvisory's investors?
OneAdvisory's investors include Brewer Lane Ventures, CoFound Partners Venture, F-Prime Capital, Fika Ventures, Ritholtz Wealth Management, Twelve Below.
How much funding has OneAdvisory raised?
OneAdvisory has disclosed $28.6M raised across 3 of its 4 known rounds.
Where is OneAdvisory headquartered?
OneAdvisory is headquartered in Miami, US.