Dynasty Financial Partners
A financial services company providing a platform and services for independent financial advisors.
About
Dynasty Financial Partners is a leading independent financial advisory firm that provides a comprehensive platform of services and support to independent financial advisors. They offer a range of solutions including technology, compliance, marketing, and business development to help advisors grow their practices and serve their clients effectively. Dynasty also has an investment banking division that advises on strategic transactions within the wealth management industry.
Key facts
At-a-glance profile data
- Website
- dynastyfinancialpartners.com
- Headquarters
- St. Petersburg, Florida, USA
- Founded
- 2013
- Employees
- 223
- Total funding
- $100M (Minority Stake Funding)
- Business model
- B2B2C
- Tags
- Financial ServicesWealth ManagementInvestment BankingWealthTech
Funding rounds
| Date | Round | Amount | Post-money | Lead investors |
|---|---|---|---|---|
| 8 Oct 2024 | Minority Stake Funding | $100M | $800M | BlackRock |
Tech stack
Detected on dynastyfinancialpartners.com, last scanned 4 Jun 2026. Run your own scan
- Hosting
- Google Cloud
- Email provider
- Microsoft 365
Frequently asked
How much funding has Dynasty Financial Partners raised?
Dynasty Financial Partners has raised a total of $100M in funding. The most recent round on record is Minority Stake Funding.
How many employees does Dynasty Financial Partners have?
Dynasty Financial Partners has approximately 223 people on record.
What is Dynasty Financial Partners's current status?
Dynasty Financial Partners's current operating status is: Inactive.