2 minute read | October.15.2025
Dispatch, the first wealthtech solution enabling effortless client data management, has raised $18 million in Series A funding, bringing its total capital raised to $30 million.
Orrick represented Dispatch.
Brewer Lane Ventures led the round alongside New York Life Ventures, MassMutual Ventures, Perceptive Ventures, F-Prime, Flyover Capital and Fika Ventures.
Dispatch offers wealth management firms a platform for client data management with intelligent automation at its foundation. Dispatch’s technology helps advisors who increasingly rely on AI tools to automate workflows, generate insights and reconcile information across multiple systems without compromising accuracy or compliance.
The funding will enable Dispatch to accelerate its investment in AI-powered data orchestration and meet the growing demand for more efficient data management solutions.
“Dispatch is creating critical infrastructure that the wealth management industry has been missing,” said Chris Downer, general partner at Brewer Lane Ventures.
“Their approach to data orchestration redefines how firms and fintechs can serve clients, while giving advisors the tools to operate with speed, accuracy and efficiency.”
Orrick’s Josh Pollick led the team that advised Dispatch. The team also included Sabrina Benyammi, Kyle Shimomura, Michelle Dold and Christina Campisano.