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

PRIVATEDec 16, 2022

Round Type

Funding Round

St. PetersburgInformation TechnologyProfessional ServicesFinancial ServicesSoftwareConsulting

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.

Quick answer

Dynasty Financial Partners raised an undisclosed amount in a Funding Round round, dated December 16, 2022. Investors: RBC Capital Markets, Abry Partners and Dynasty Financial Partners. Dynasty Financial Partners is based in St. Petersburg, Florida, United States.

How much did Dynasty Financial Partners raise?
Dynasty Financial Partners raised an undisclosed amount in a Funding Round round on December 16, 2022.
Who invested in Dynasty Financial Partners?
RBC Capital Markets, Abry Partners and Dynasty Financial Partners are named as investors in this round.
What does Dynasty Financial Partners do?
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.
Where is Dynasty Financial Partners based and how big is it?
Dynasty Financial Partners is based in St. Petersburg, Florida, United States.
Who are the decision-makers at Dynasty Financial Partners?
Fundz holds 1 contact at Dynasty Financial Partners, including the President & CEO. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Professional Services and Financial Services around the same time

Companies in the same sectors as Dynasty Financial Partners that raised within 45 days of this round, from Fundz verified event records.

  • Valid8 Financial raised $1.3M (Seed) on November 5, 2022.
  • Streamex Corp. raised $234K (Seed) on January 25, 2023.
  • Fractal raised an undisclosed amount (Funding Round) on January 24, 2023.
  • DailyPay raised $260M (Funding Round) on January 24, 2023.
  • Vartana raised $12M (Funding Round) on January 24, 2023.
  • Disprz raised an undisclosed amount (Funding Round) on January 23, 2023.

Who to call at Dynasty Financial Partners, and when

A new round usually means Dynasty Financial Partners is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Dynasty Financial Partners raises, hires an executive or expands, scored against what you sell
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  • Who you already know at Dynasty Financial Partners, from your own LinkedIn network

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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. For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and carrying out complementary acquisitions. For more information, please visit www.dynastyfinancialpartners.com. Also visit Dynasty on social media: LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners Twitter: @DynastyFP Youtube: http://bit.ly/1MKXhC8

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Dynasty Financial Partners raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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