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OneAdvisory
Miami, US · Founded 2022 · 11 known investors
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Dispatch is a data orchestration platform for the wealth advisory ecosystem that automatically syncs client data across disparate software tools and integrations. It eliminates manual data entry and maintains real-time consistency across advisory firms' technology stacks.
Founders & leadership
Board
Investors · 11
How we know: the VCSheet dataset · Not right? Tell us
How we know: wealthmanagement.com · greatoaksvc.com · Not right? Tell us
How we know: board seat on SEC Form D · Not right? Tell us
How we know: wealthmanagement.com · Not right? Tell us
How we know: board seat on SEC Form D · funding news · wealthmanagement.com · Not right? Tell us
How we know: wealthmanagement.com · Not right? Tell us
How we know: funding news · wealthmanagement.com · Not right? Tell us
Also in the syndicate · 2
Funding
SEC filings, press & company announcements$28.6M disclosed across 3 of 4 rounds · 2022–2025
- $8MseedJan 2024 · 2 sources
F-Prime Capital (lead), Cofound Partners, Fika Ventures, Great Oaks, Mariner, Mariner Wealth Advisors, Ritholtz Wealth Management, Twelve Below, Valor Equity
Source ↗
▶$18MraisedJul 2025 · 11 investors · Other TechnologyRule 506(b)
- 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
▶$2.6MraisedSep 2022 · 8 investors · Other TechnologyRule 506(b)
- 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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does OneAdvisory do?
- Dispatch is a data orchestration platform for the wealth advisory ecosystem that automatically syncs client data across disparate software tools and integrations. It eliminates manual data entry and maintains real-time consistency across advisory firms' technology stacks.
- Who are OneAdvisory's investors?
- OneAdvisory's investors include Expa, Great Oaks Venture Capital, Brewer Lane Ventures, CoFound Partners Venture, F-Prime Capital, Fika Ventures, Ritholtz Wealth Management, Twelve Below and 1 more.
- 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.