Dynasty Financial Partners
St. Petersburg, United States · Consulting, Financial Services, Information Technology · 135 employees
Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered
Funding history
- Venture - Series Unknown — Undisclosed — Feb 2026
- Funding Round — Undisclosed — Dec 2022
- Debt Financing — $50.0M — Sep 2022
Recent signals
- Jun 11, 2026: Dynasty Financial Partners to acquire Optima Group
- Feb 27, 2026: Searchlight and Abry to acquire KORE Group Holdings
- Feb 09, 2026: Raised funding in Venture - Series Unknown
- Jan 29, 2025: Launched Dynasty Financial Partners Welcomes TritonPoint Wealth to Its Technology-Driven Wealth Management Platform
- Dec 04, 2024: Dynasty Financial Partners Forms Partnership with Nasdaq Private Market
- Dec 04, 2024: Dynasty Financial Partners and Nasdaq Private Market Form Strategic Partnership to Provide Private Company Shareholders Access to Top Wealth Managers
- Dec 16, 2022: Raised funding in Funding Round
- Sep 27, 2022: Raised $50.0M in Debt Financing
See plans & pricing → Track Dynasty Financial Partners’s funding, hiring, and signals — with verified contacts — on Fundz.