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Dynasty Financial Partners raised a minority capital round with backers including The Charles Schwab Corporation and BlackRock to enhance its AI-driven technology and expand investment offerings.

PRIVATEFeb 09, 2026

Round Type

Venture

St. PetersburgInformation TechnologyProfessional ServicesFinancial ServicesSoftwareConsulting

Investors

BlackrockFortress Investment GroupHarvey GolubGlick Family OfficeAbry PartnersJ.P. Morgan Asset ManagementThe Charles Schwab Corporation

Description

Dynasty Financial Partners, based in St Petersburg, FL, raised a minority capital round of funding with notable backers including The Charles Schwab Corporation and BlackRock. The funds will be used to improve technology and expand the investment platform. The company, led by Shirl Penney, aims to grow its Dynasty Investment Bank. Dynasty currently has 58 partner firms with over $125 billion in platform assets.

Quick answer

Dynasty Financial Partners raised an undisclosed amount in a funding round, dated February 9, 2026. Investors: Blackrock, Fortress Investment Group, Harvey Golub, Glick Family Office, Abry Partners, J.P. Morgan Asset Management and The Charles Schwab Corporation. 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 on February 9, 2026.
Who invested in Dynasty Financial Partners?
Blackrock, Fortress Investment Group, Harvey Golub, Glick Family Office, Abry Partners, J.P. Morgan Asset Management and The Charles Schwab Corporation 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.

  • Anchorage Digital raised $100M (Series E) on February 6, 2026.
  • Ryan raised an undisclosed amount on January 15, 2026.
  • Xoxoday raised an undisclosed amount (Series C) on January 15, 2026.
  • Circle8 Group Inc raised $5.6M (Post-IPO Equity) on March 26, 2026.
  • Eunice raised $8M (Seed) on March 25, 2026.
  • Worth raised $30M (Series A) on March 24, 2026.

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.

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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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Related People

1 contact
Verified contactsShirl P., President & CEO hidden hidden hiddenSee plans and pricing
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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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