Ritholtz Wealth Management

Old CRMs were complicated, expensive, and limited. Simpler, cheaper CRMs targeting SMEs have arrived.

SME CRM

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 Formerly known as OneAdvisory, Dispatch provides a data orchestration solution specialized for wealth tech firms. The company specializes in syncing client data across an advisor's tech stack, enabling seamless flow and real-time updates of client information across various platforms without the need for manual data entry. The firm&rsquo;s solution can be used to onboard clients, with automated client profile creation, and a secure digital workflow to enable clients to create their own profiles. Its solution also supports digital account openings facilitating the opening of multiple accounts for multiple custodians together with real-time validation to avoid account rejections and duplicate signatures.&nbsp;&nbsp;
 
 
 Dispatch provides APIs that can integrate across a range of wealth tech and other software including Orion, eMoney, Wealthbox, and Salesforce. This approach helps firms to onboard clients instantly to their entire tech stack, eliminating redundant data entry and maintenance across applications​​​​.
 
 
 The company claims to have generated significant value for its users. A case in point is helping a USD 15 billion RIA generate more than USD 13 million in additional annual revenue through enhanced efficiencies.&nbsp;
 
 
 Key customers and partnerships
 
 
 The firm specializes in providing solutions across the wealth tech space for registered investment advisors (RIAs), FinTechs, and wealth management firms.&nbsp;
 
 
 Funding and financials
 
 
 In January 2024, Dispatch raised USD 8 million in a seed funding round led by F-Prime Capital with participation from existing investors such as Fika Ventures, Great Oaks, and Twelve Below. The firm planned to use the funds to expand its engineering and client service resources and to enter into additional partnerships with CRMs, financial planning tools, and custodians.
 
 
 Key competitors: None comparable 
 (Dispatch is the only data orchestration solution we have identified that specializes in solutions for wealth tech firms.)
 
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OneAdvisory helps independent financial advisors to build ideal firms through strategic investments and advanced technology. The company was founded in 2022 and is headquartered in Miami, Florida.

Seeds empowers financial advisors to more deeply understand investors and to automatically deliver custom portfolios that align.  Founded in 2018, Seeds is enabling the evolution toward truly intentional, purposeful, and personalized investing.

Onramp Invest connects the world's traditional and digital asset financial infrastructures, allowing investors and their financial professionals to invest, transfer, and build multi-asset portfolios in real time. Through efficient technology, it aims to remove barriers to economic opportunity. It is adamant about making its platform as simple to use as possible while providing an unrivaled suite of features for adapting services to the full spectrum of emerging digital assets.

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