Rob Nance

CEO & Co-Founder at Dispatch

Speaker

Rob Nance is the Co-founder and CEO of Dispatch, a data orchestration platform for financial advisory firms. Dispatch is the data connectivity later of modern wealth firms—streamlining workflows between CRMs, custodians, planning tools, and more. Rob founded Dispatch to solve a problem he experienced firsthand as both a wealth manager and fintech operator: the inefficiency created by disconnected systems in advisory practices.

Dispatch is the second technology company Rob founded after exiting his previous business in 2018. Rob was also an early employee at two fintech unicorns, Securitize and Vise, where he built and led various GTM teams. Before entrepreneurship, Rob led the formation of a family office where he was responsible for private investments spanning real estate, private equity, and venture capital. Previously, he spent nearly a decade as a wealth manager at private banks and RIAs. Rob is a Certified Financial Planning™ Practitioner, holds a Bachelor of Science in Finance from Winthrop University, and a Master of Science of Law in International Taxation from Thomas Jefferson School of Law.