Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
- Company typePrivate
- Founded2010
- HeadquartersSt. Petersburg, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Dynasty Financial Partners does
Dynasty Financial Partners helps financial advisors establish and grow independent wealth management practices. It delivers services for starting, scaling, joining, or monetizing registered investment advisory (RIA) firms, including transition support, compliance systems, business operations, capital strategies, and marketing tools. It offers investment banking for strategic advisory and M&A services in the wealth and investment management industry. It provides a unified WealthTech platform, business services, and investment management solutions designed to support advisors in building and operating independent practices.
Dynasty Financial Partners firmographics
Firmographics- Name
- Dynasty Financial Partners
- Legal name
- Dynasty Financial Partners, LLC.
- Website
- http://dynastyfinancialpartners.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
- Ownership category
- akta.pro rank
Dynasty Financial Partners industry classification
Industry- Product category
- Wealth Management Platform Services
- NAICS
- Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (523150)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Investment & Wealth Introducers (RIA/Private Wealth Referrals) (FSAEAMAC)
Keywords
Where Dynasty Financial Partners is headquartered
LocationHeadquarters
- HQ city
- St. Petersburg
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Dynasty Financial Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform and Technology Services: Dynasty provides a comprehensive WealthTech platform and strategic support services to independent RIA firms. Revenue is generated through subscription or service fees for access to technology infrastructure, compliance support, marketing resources, and operational services. The company supports advisors at every stage from launch through long-term growth and succession.
- Investment Banking and M&A Advisory: Dynasty Investment Bank provides buy-side and sell-side M&A advisory and capital solutions for independent advisory firms, including transaction execution, valuations, and flexible financing to support growth, succession, and liquidity planning. Dynasty Investment Bank completed 15 transactions representing $162 billion in AUM in 2025.
- Capital Solutions: Dynasty provides capital access through convertible notes and growth capital for network partner firms, helping RIAs fund acquisitions, expansion, and business development initiatives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Dynasty Network Partner firms access comprehensive platform services |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Dynasty Financial Partners product offering
Product offeringCore offering
Dynasty Financial Partners provides an AI-enabled integrated WealthTech platform and comprehensive business services to independent registered investment advisor (RIA) firms through its Dynasty Network. The company offers transition services for advisors seeking independence, institutional-quality investment infrastructure, M&A advisory and capital solutions through Dynasty Investment Bank, management consulting through Dynasty Consulting Group, and advisor-client matching through Dynasty Connect. The proprietary Triangulation of Advice model structurally separates financial advice from custody and product manufacturing to minimize conflicts of interest for advisors and their clients.
Product overview
Dynasty Financial Partners operates a comprehensive WealthTech platform providing independent financial advisors with the infrastructure to build, grow, and manage independent registered investment advisor (RIA) firms. The core platform centers on Dynasty Desktop, an AI-enabled integrated technology platform, complemented by Dynasty Connect for advisor-client matching. The ecosystem includes proprietary frameworks like Dynasty Triangulation of Advice (which separates advice, product manufacturing, and custody to minimize conflicts), Dynasty Delta for efficiency and profitability optimization, and Transition Services for advisor onboarding. Dynasty's investment solutions span public and private markets, while Dynasty Investment Bank provides M&A advisory services. Dynasty Consulting Group, formed via the Optima Group acquisition, delivers strategic advisory services. The Dynasty Community connects advisors through programs including the Dynasty Women's Network, with a network of over 58 partner firms representing 725+ advisors and $125 billion+ in assets under administration.
Differentiator
Problem solved
Functional benefit
Brands
- Dynasty Connect: A personalized concierge service that matches clients with independent financial advisors in the Dynasty Network
- Dynasty Investment Bank
- Dynasty Consulting Group
- Dynasty Delta
- Triangulation of Advice
- Dynasty Women’s Network
Products and services
- Dynasty Desktop Dynasty's integrated AI-enabled WealthTech platform that brings together data, workflows, and insights to streamline operations, enhance client engagement, and support scale as independent firms grow. It serves as the central technology hub for Dynasty's network of advisors.
- Dynasty Connect A personalized concierge service that matches clients with qualified independent financial advisors from Dynasty's national network. Offers no-cost, no-obligation initial consultation and ongoing advisor matching based on financial goals and values.
- Dynasty Investment Bank Dynasty's investment banking division providing Buyside and Sellside M&A advisory and capital solutions for independent advisory firms, including transaction execution, valuations, and flexible financing to support growth, succession, and liquidity planning. Ranked #1 investment bank serving the independent RIA industry.
- Dynasty Consulting Group Management consulting division for registered investment advisors formed through the acquisition of Optima Group. Provides strategic advisory services to help firms accelerate growth and create enterprise value.
- Dynasty Delta Research and methodology framework designed to help firms maximize efficiency and profitability while accelerating growth and increasing enterprise valuation. Includes exclusive F2 Strategy research report.
- Transition Services Hands-on guidance through the transition to independence, supporting firm formation, legal and compliance setup, technology and operations, branding, and client communication to ensure successful advisor transitions.
- Investment Solutions Institutional-quality investment infrastructure including research, manager access, portfolio construction, trading, Model Portfolios, and Managed Account Solutions across public and private markets.
- Private Investment UMA Capability Tax-managed unified managed account (UMA) capability allowing RIAs to combine private assets alongside traditional investments including ETFs, mutual funds, and separate managed accounts within a single custodial account.
Quantifiable outcome
- $125 billion in Dynasty Network assets under administration
- +3 more outcomes
Companies that use Dynasty Financial Partners
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Dynasty Financial Partners technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability6 records
Feature5 records
Dynasty Financial Partners partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered major, core, strategic and operational.
- Optima GroupmajorDynasty announced acquisition of Optima Group to formally establish Dynasty Consulting Group, a management consulting division designed to help RIA firms accelerate growth and create enterprise value. Optima is a 46-year-old branding and marketing firm.
- AllocatecoreExpanded partnership makes Allocate the preferred partner for white-label private market offerings, providing technology and fund services to Dynasty's network of independent RIAs. Dynasty advisors gain access to Allocate feeder funds, white-labeled fund solutions, and Allocate Insights with minimums as low as $75,000.
- United Football League (UFL)strategicDynasty named Official Wealth Management Partner of the UFL in multi-year sponsorship including branded activations like 'Dynasty' 4-point field goal designation, financial literacy programs for 500+ UFL players and coaches, and special teams awards. Partnership provides broadcast integration on ESPN and FOX and exclusive experiences for Dynasty advisors and clients.
- Wealth.comcoreEnterprise agreement integrating Wealth.com's AI-powered estate and tax intelligence tool (Ester) into Dynasty Desktop, forming the first external partnership contributing a dedicated agent to Dynasty's AI suite. Integration evaluates estate plans against client activity across accounts, documents, meeting notes, emails and CRM updates.
- Abacus Global ManagementcoreAbacus Global Management made a minority investment deepening an existing multi-year strategic partnership. Abacus is a member of Dynasty's network leveraging its technology and services. Dynasty manages over $105 billion in platform assets with 57 Network Partner firms.
- Vestmark and iCapitalmajorLaunched a tax-managed unified managed account (UMA) capability allowing RIAs to combine private assets alongside traditional investments within a single custodial account. Solution integrates iCapital's technology with BlackRock's asset allocation models.
- Salesforce and PardotoperationalCustomer Relationship Management (CRM) software used by Dynasty to store and manage visitor information submitted through the Connect Now feature on the website.
- Google AnalyticsoperationalAnalytics platform used by Dynasty to analyze visitor demographics and behavior on the website, understanding how the website is accessed and used.
Scale indicators10 records
Recent moves8 records
Expansion highlights7 records
Dynasty Financial Partners competitors and assessment
Company assessmentDirect peers
- LPL Financial: The largest independent broker-dealer and RIA platform in the U.S., supporting thousands of advisors with compliance, technology, and practice management resources. Most directly comparable to Dynasty in model, though at materially greater scale.
- Focus Financial Partners: RIA aggregator acquired by Clayton, Dubilier & Rice focused on partnering with independent wealth management firms. Mirrors Dynasty's supported-independence model and is among the most direct competitors in serving breakaway and growing RIAs.
- Cetera Financial Group: Wealth management platform serving independent financial advisors with technology, compliance, and investment solutions. Competes directly with Dynasty in the supported-independence segment of the RIA market.
- Mariner Wealth Advisors: National wealth advisory firm with a supported-independence platform model serving independent advisors. Competes directly with Dynasty for breakaway advisors and partner firm conversions.
- Hightower Advisors: Wealth management platform that partners with independent advisors via M&A and practice support. Directly comparable to Dynasty's transition and growth services for RIAs.
- Cambridge Investment Research: Independent broker-dealer and RIA support platform serving financial advisors with technology and compliance infrastructure. Competes with Dynasty for transitioning advisors seeking independence.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform with comprehensive practice management, technology, and investment solutions for affiliated advisors. Direct competitor in the supported-independence space.
- Sanctuary Wealth: Wealth management platform partnering with independent advisors and RIA firms, including transition support and M&A services. Closely comparable to Dynasty's Supported Independence model.
- Kestra Financial: Independent wealth management platform serving financial advisors with technology, compliance, and investment offerings. Competes directly for breakaway advisors and partner firms.
Broad incumbents
- Envestnet: Large wealthtech platform offering portfolio management, reporting, and practice management tools to RIAs and broker-dealers. Broader incumbent with overlapping technology capabilities to Dynasty Desktop, though serving a wider customer base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat7 records
Key risks6 records
Key highlights6 records
Customer concentration
Dynasty Financial Partners social profiles
Digital presenceDynasty Financial Partners compliance and trust
Trust signalCompliance2 records
Dynasty Financial Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dynasty Financial Partners leadership team
Management profileNumber of profiles
Profiles12 records
Dynasty Financial Partners subsidiaries and ownership
Company hierarchySubsidiaries4 records
Dynasty Financial Partners funding detail
Funding detailFunding overview
Funding rounds7 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dynasty Financial Partners M&A and investment
M&A and investmentM&A
Investments7 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dynasty Financial Partners
What does Dynasty Financial Partners do?
Dynasty Financial Partners provides an AI-enabled integrated WealthTech platform and comprehensive business services to independent registered investment advisor (RIA) firms through its Dynasty Network. The company offers transition services for advisors seeking independence, institutional-quality investment infrastructure, M&A advisory and capital solutions through Dynasty Investment Bank, management consulting through Dynasty Consulting Group, and advisor-client matching through Dynasty Connect. The proprietary Triangulation of Advice model structurally separates financial advice from custody and product manufacturing to minimize conflicts of interest for advisors and their clients.
Is Dynasty Financial Partners a public or private company?
Dynasty Financial Partners is a private company. It is classified as venture growth investor backed and is currently operating.
When was Dynasty Financial Partners founded?
Dynasty Financial Partners was founded in 2010. It employs 101 to 250 people.
Where is Dynasty Financial Partners based?
Dynasty Financial Partners is headquartered in St. Petersburg, United States, in the North America region.
How does Dynasty Financial Partners make money?
Three revenue lines are on record. Platform and Technology Services are the primary driver. The others are investment Banking and M&A Advisory and capital Solutions.
Who are Dynasty Financial Partners's main competitors?
Direct peers on record are LPL Financial, Focus Financial Partners, Cetera Financial Group, Mariner Wealth Advisors, Hightower Advisors, Cambridge Investment Research, Commonwealth Financial Network, Sanctuary Wealth and Kestra Financial. Envestnet is listed as a broad incumbent.
Does Dynasty Financial Partners have an API?
No public API is recorded for Dynasty Financial Partners.
What industry is Dynasty Financial Partners in?
Dynasty Financial Partners's product category is Wealth Management Platform Services. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAEAMAC, Investment & Wealth Introducers (RIA/Private Wealth Referrals). Its NAICS code is 523940 and its SIC code is 6282.