DYNASTY FINANCIAL PARTNERS
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are already independent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not s... hort cuts. Then, they provide every possible measure of support. At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms.
DYNASTY FINANCIAL PARTNERS
Industry:
Financial Services
Founded:
2009-01-01
Status:
Active
Contact:
(212) 373-1000
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Board_member
2022-04-01
Current Employees Featured
Shirl Penney Partner, President and CEO @ Dynasty Financial Partners
Partner, President and CEO
Paul Metzger Chief Technology Officer @ Dynasty Financial Partners
Chief Technology Officer
Michael C. Brown Partner, Director of Wealth Management and Capital Markets Services @ Dynasty Financial Partners
Partner, Director of Wealth Management and Capital Markets Services
Edward C. Swenson Partner, Chief Operating Officer @ Dynasty Financial Partners
Partner, Chief Operating Officer
Frank Coates Chief Technology Officer @ Dynasty Financial Partners
Chief Technology Officer
2021-07-01
Amit Grover Partner, Chief Financial Officer @ Dynasty Financial Partners
Partner, Chief Financial Officer
Founder
Investors List
Envestnet
Envestnet investment in Venture Round - Dynasty Financial Partners
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-08-30 | VRGL | Dynasty Financial Partners investment in Series A - VRGL | 15 M USD |
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