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Dynasty Financial Partners
Founded 2010 · 256 employees on LinkedIn · 4 known investors
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Dynasty Financial Partners operates a concierge-driven advisor matching service that connects clients with independent registered investment advisors (RIAs) from its network. The company provides wealth management technology and business services to independent financial advisors across the United States, with over 725 advisors managing more than $125 billion in assets under administration.
Founders & leadership
Dynasty Financial Partners was founded in 2010 by Shirl Penney.
Investors · 4
How we know: ABRY Partners's portfolio page · funding news · Not right? Tell us
How we know: funding news · press coverage · Not right? Tell us
How we know: funding news · press coverage · Not right? Tell us
How we know: funding news · Not right? Tell us
In the news
Frequently asked questions
- What does Dynasty Financial Partners do?
- Dynasty Financial Partners operates a concierge-driven advisor matching service that connects clients with independent registered investment advisors (RIAs) from its network. The company provides wealth management technology and business services to independent financial advisors across the United States, with over 725 advisors managing more than $125 billion in assets under administration.
- Who founded Dynasty Financial Partners?
- Dynasty Financial Partners was founded by Shirl Penney in 2010.
- Who are Dynasty Financial Partners's investors?
- Dynasty Financial Partners's investors include ABRY Partners, BlackRock, Fortress Investment Group, J.P. Morgan Asset Management.
- Where is Dynasty Financial Partners headquartered?
- Dynasty Financial Partners is headquartered in Unknown, US.