Frank Coates - Chief Technology Officer @ Dynasty Financial Partners

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Overview

Number of Portfolio Companies

Number of Current Board & Advisor Roles

Primary Job Title Chief Technology Officer
Primary Organization
Dynasty Financial Partners

Location Philadelphia, Pennsylvania, United States
Regions Greater Philadelphia Area, Great Lakes, Northeastern US
Gender Male

Investor Type
obfuscated
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LinkedIn View on LinkedIn

Frank Coates is the Chief Technology Officer of Dynasty Financial Partners. He is a former Executive Managing Director at Yodlee. He attended Siena College.

Personal Investments

Number of Investments

Frank Coates

invested in

RISR

obfuscation

. This investment -

Seed Round - RISR

- was valued at

obfuscation

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	RISR	—	Seed Round - RISR	obfuscated obfuscation

Partner Investments

Number of Partner Investments

Announced Date	Organization Name	Investor Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Bridge Financial Technology	Dynasty Financial Partners	Yes	Private Equity Round - Bridge Financial Technology	obfuscated obfuscation

Jobs

Number of Current Jobs

Number of Past Jobs

Frank Coates

is the

Chief Technology Officer

Dynasty Financial Partners

. Additionally,

Frank Coates

has had

past jobs including

Executive Managing Director

Yodlee

Dynasty Financial Partners Chief Technology OfficerJul 2021

Organization Name	Title At Company	Start Date	End Date
Yodlee	Executive Managing Director	Oct 2016	Jan 2021
Wheelhouse Analytics	Founder and CEO	May 2010	Oct 2016

Board and Advisor Roles

Number of Current Board & Advisor Roles

Frank Coates

is the

Board of Directors

Bridge Financial Technology

Bridge Financial Technology Board of DirectorsFeb 22, 2023

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