OneAdvisory: Strategic investment and advanced tech solutions for independent financial advisors, based in Miami.
Location
Miami, FL, US
Founded
2022
Dispatch provides technology solutions for financial advisors, fintechs, and aggregators. The company offers products focused on client onboarding, digital account opening, and real-time data integrations, aimed at simplifying workflows and maximizing efficiency for financial professionals.
Dispatch's platform is designed to help advisors get more time back in their day through streamlined processes. The company emphasizes building integrated experiences for fintechs and offers solutions to help aggregators improve operational efficiency. Dispatch maintains a blog to keep clients updated on industry trends and developments.
Dispatch - Classification
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 12 more industry codes
NAICS
523100Securities and Commodity Contracts Intermediation and Brokerage
523150Investment Banking and Securities Intermediation
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities