Accomplished wealth management and fintech executives join Dispatch to help guide the company's next phase of rapid growth and expansion

NEW YORK: Dispatch, the data infrastructure platform that enables the wealth industry to run revenue-critical workflows, today announced the formation of its inaugural Board of Advisors with the appointments of Bob Oros, Rajini Kodialam, Stephen Langlois, and Sachin Shah. The appointments come as Dispatch enters its next phase of growth, adding experienced wealth management and fintech leaders to help guide the company's rapid expansion. Together, the new board members bring decades of experience building, scaling, and advising category-defining wealth management and financial technology companies, the perfect complement for Dispatch as the company continues expanding the industry's leading data infrastructure platform.

• Oros most recently served as chairman and chief executive officer of Hightower Advisors, where he led one of the nation's fastest-growing advisory firms through significant organic growth and strategic acquisitions.
• Kodialam is co-founder emerita of Focus Financial Partners, where she helped build one of the industry's largest partnerships of independent wealth management firms and later served as chief operating officer and a member of its board.
• Langlois has held executive leadership roles at Kestra Financial, Fidelity Investments, eMoney Advisor, and LPL Financial, helping drive growth and innovation across the wealth management industry.
• Shah has spent nearly three decades building and scaling fintech companies, most recently serving on the executive leadership team at 55ip through its acquisition by J.P. Morgan Asset Management.

“Over the last two years, we've demonstrated clear product-market fit by helping wealth management firms accelerate AUM through more efficient operations,” said Rob Nance, co-founder and chief executive officer of Dispatch. “As demand for our platform continues to grow, we're focused on balancing innovation with disciplined scale while expanding the revenue-critical workflows that power advisor growth. Bob, Rajini, Stephen, and Sachin deeply understand this industry, know our customers' challenges firsthand, and have built exceptional businesses. Their experience will help us capitalize on the tremendous opportunity ahead.”

Perspectives from Dispatch's Board of Advisors

“Historically, scaling a wealth management business has meant asking operations teams to absorb more work and complexity – a model that simply doesn't scale,” said Oros. “For the first time, Dispatch is addressing this challenge with transformative technology, removing a major barrier to growth and enabling firms to scale AUM without scaling operational headcount at the same rate. This creates not only a win for advisory businesses but a much better client experience as well.”

“Home offices supporting large, diverse networks of firms across fragmented technology ecosystems have long been expected to centralize operations and scale without the infrastructure to do so effectively,” said Kodialam. “Dispatch is changing that equation, empowering aggregators with the modern operating platform they need to streamline operations, scale AUM with confidence, and accelerate growth across their networks.”

“Deep connectivity into custodians is essential to making complex wealth management operations work at scale,” said Langlois. “Dispatch combines that connectivity with highly configurable technology to coordinate revenue-critical workflows across systems, helping firms operate with greater speed and control, ultimately benefiting advisors and the clients they serve.”

“I've helped build fintech companies that transformed how their industries operate, and I see that same kind of potential in Dispatch,” said Shah. “The company is solving an urgent, expensive problem that is critical to revenue across the wealth and asset management ecosystem, and its leadership team has the ambition and inventiveness required to build a company that defines its category.”

Building on Significant Momentum

The appointments come as Dispatch continues to build momentum following the launch of Advisor Transitions earlier this year. Today, the company works with some of the industry's largest and fastest-growing wealth management firms and has helped customers transition more than $20 billion in client assets. Over the past year, Dispatch has grown its customer base fivefold while increasing the collective assets managed by customers on its platform from approximately $900 billion to more than $9 trillion. This momentum reflects growing demand for technology that enables firms to modernize revenue-critical workflows, automate complex operations, and accelerate advisor growth.

In addition to advisor transitions, the platform powers account opening, client onboarding, and real-time data synchronization, helping firms eliminate manual processes, reduce operational complexity, and create a seamless experience across the advisor lifecycle.

To learn more, visit dispatch.io.

About Dispatch

Dispatch provides the operational infrastructure powering revenue critical workflows for modern wealth management firms. The platform connects the industry's leading custodians-including Fidelity, Charles Schwab, and Pershing-with the core systems firms rely on every day. With Dispatch, firms can seamlessly open accounts, transition advisors, and sync data across CRMs, planning, billing, eSignature and document management platforms.

By unifying workflows across the wealth management ecosystem, Dispatch helps firms accelerate AUM, streamline their most important workflows, and drive increased revenue.

For more information, follow Dispatch on LinkedIn or visit dispatch.io.

Fonte: Business Wire