Dispatch Rafi Lurie has changed what AI does in wealth management by changing where it lives. Most wealthtech firms apply AI to single steps. Rafi built AI into the engine that powers entire workflows end to end. Under his technical leadership over the past 12–18 months, Dispatch shipped the first AI-powered Advisor Transitions platform in the RIA and broker-dealer space. Client data collection time dropped 97%, from 24 hours to 24 minutes. Complex household onboarding fell 92%, from two hours to 10 minutes. Time-to-revenue on large advisor transitions was cut 50%. Firms transitioned over $5 billion in AUM through AI-driven workflows in the first four months of 2026. Fidelity uses Dispatch to transition assets to itself; Schwab selected Dispatch as a first vendor for its Digital Account Opening APIs; and Pershing receives more data points from Dispatch than from any other vendor.