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Dynasty Financial Partners

Dynasty Financial Partners


Dynasty Financial Partners' financial review

Dynasty Financial Partners' Revenue (Yearly)

69.3M

Employees

160

Total Funding

50M

Last Funding Round

50M

nasdaq

DSTY


Dynasty Financial Partners information

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a com...
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry's most rewarding opportunity for entrepreneurial independent advisors of integrity.Visit our website for more information: www.dynastyfinancialpartners.comFollow us on Twitter: @DynastyFPSubscribe on Youtube: http://bit.ly/1MKXhC8

Dynasty Financial Partners industries

Core services
Investment platform
Transition services
Financing

Dynasty Financial Partners' financial review

Dynasty Financial Partners' Revenue (Yearly)

69.3M

Employees

160

Total Funding

50M

Last Funding Round

50M

nasdaq

DSTY

Employees

Head Of Human Resources Strategy and Culture
Client Service Associate
Assistant Vice President
Senior Associate, Platform Operations
Managing Director, Head of M&A and Capital Strategies

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