Dispatch gets revenue moving. Dispatch runs the client and account workflows that drive revenue, on one platform connected across every custodian and tool. Records stay in sync, accounts open faster, advisors quickly transition, and each workflow fits how the firm operates.
| Website | http://www.dispatch.io |
| Revenue | $23.7 million |
| Employees | 68 (31 on RocketReach) |
| Founded | 2021 |
| Industry | Software Development |
| Keywords | Data Orchestration, Client Onboarding Automation, Data Synchronization, Advisor Technology, Client Data Management, Data Automation, Onboarding Automation Software, Advisor Workflow Automation, Financial Technology, Software Integration, Data Automation Tools, Data Integration Platform, Tech Stack Integration, Api Integration, Financial Data Management, Automation Platform |
| Competitors | ServiceTitan, HubSpot, Zendesk Sell, Zoho, Intercom, Gorgias, Help Scout, Overseas Examinations Commission, GrooveHQ, Sprintly +50 more (view full list) |
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The Dispatch annual revenue was $23.7 million in 2026.
Rafi Lurie is the Co-Founder and Chief Product Officer of Dispatch.
31 people are employed at Dispatch.