Total Funding
85
72
Total FundingPrivate Equity raised
Growth Score
-11 pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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3524
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
Shirl Penney: Partner, President and CEO- Leslie Norman: Chief Technology Officer
About the Company
Dynasty Financial Partners helps financial advisors establish and grow independent wealth management practices. It delivers services for starting, scaling, joining, or monetizing registered investment advisory (RIA) firms, including transition support, compliance systems, business operations, capital strategies, and marketing tools. It offers
investment banking for strategic advisory and M&A services in the wealth and investment management industry. It provides a unified WealthTech platform, business services, and investment management solutions designed to support advisors in building and operating independent practices.
