Dynasty Financial Partners Closes Minority Private Capital Raise To Fuel The Growth Of Its Offering To Clients

Dec 16, 2022•about 3 years ago

St. PetersburgFinancial ServicesProfessional ServicesSoftware

Investors

Rbc Capital MarketsAbry PartnersDynasty Financial Partners

Description

Dynasty Financial Partners (“Dynasty”) today announced the company has closed a minority private capital raise, adding Abry Partners (“Abry”) and The Charles Schwab Corporation (“Schwab”) as new minority investors. Several of Dynasty’s existing investors and directors of the board have invested additional capital alongside Abry and Schwab in the round. Additionally, several firms in the Dynasty Network have invested in Dynasty as part of an ‘equity swap’ program that has been launched concurrent with the round.

Company Information

Company

Dynasty Financial Partners

Location

St. Petersburg, Florida, United States

About

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 via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty’s platform and offering have won multiple awards in recent years.

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