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Dynasty Financial Partners
investment firm
About
Dynasty Financial Partners is a wealth-tech platform for financial advisors.
- St. Petersburg,Florida,United States
- http://dynastyfinancialpartners.com
Details
- Last Funding Type
- Series Unknown
- Industries
- Advice,Consulting,Financial Services,Wealth Management
- Founded date
- Jan 1, 2010
- Operating Status
- Active
- Legal Name
- Dynasty Financial Partners, LLC.
- Investor Type
- PE
Dynasty Financial Partners is a provider of wealth management and technology platforms for financial advisory firms. Their service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management. The firm caters to consumer products and services, information technology, and financial services sectors.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
3
$50M
Dynasty Financial Partners has raised a total of
$50M
in funding over 2 rounds. Their latest funding was raised on
Dec 16, 2022 from a Series Unknown round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Dec 16, 2022 | Series Unknown | — | 2 | — | — | Detail |
| Sep 27, 2022 | Debt Financing | $50M | — | — | — | Detail |
| Jan 8, 2020 | Series Unknown | — | 1 |
Envestnet
|
— | Detail |
Investments
Number of Investments
Number of Lead Investments
1
0
Dynasty Financial Partners has made 1 investments. Their most recent investment was on
Aug 30, 2022, when VRGL raised $15M.
Investors
Number of Lead Investors
Number of Investors
1
3
Dynasty Financial Partners is funded by 3 investors.
Envestnet
and ABRY Partners
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Envestnet
|
Yes | Series Unknown |
ABRY Partners
|
— | Series Unknown |
Charles Schwab Corporation
|
— | Series Unknown |
Employee Profiles
Number of Employee Profiles
4
Dynasty Financial Partners has 4 current employee profiles, including
Board member Avery Johnson
Board member
Executive
Executive
Executive
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