Rob Nance
CEO of Dispatch and former financial advisor who builds data and workflow infrastructure for RIAs, focused on automating back-office tasks and preparing firms for AI.
Best podcasts with Rob Nance
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Mar 5, 2026 • 30min
The Extinction Event in Wealth Tech
Rob Nance, CEO of Dispatch and former financial advisor who builds data and workflow infrastructure for RIAs. He discusses AI embedding into wealth tech, which back-office tasks get automated first, and who gains control of the stack. Short takes on custodial moats, which tools are most exposed, and how firms should prepare for AI-driven workflows.
