Hightower Picks Dispatch for 100-Advisor Signature Wealth Onboarding as Unit Reaches $35 Billion
Updated
Updated · Wealth Management · Aug 31
Hightower Picks Dispatch for 100-Advisor Signature Wealth Onboarding as Unit Reaches $35 Billion
2 articles · Updated · Wealth Management · Aug 31
Summary
Hightower Advisors chose fintech Dispatch to handle back-office operations for Signature Wealth, including advisor transitions, client account opening, account management and data synchronization.
The deal is aimed at reducing onboarding friction as Hightower expands its employee-advisor channel, which has grown to 100 advisors, 30 locations and $35 billion in assets.
Dispatch will move, validate and sync client data across custodians such as Schwab and Fidelity and Hightower’s advisory systems, supporting a more standardized client record.
For Dispatch, the mandate adds to momentum since its 2022 launch: it has raised $28 million, says more than $9 trillion of client assets run across its platform, and introduced advisor-transition software in May.
The partnership reflects a broader push by aggregators to build integrated national practices that need common workflows and data infrastructure across custodians, CRMs and other tech systems.