Dynasty Trust Company
- Company typePrivate
- Founded-
- HeadquartersLas Vegas, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Dynasty Trust Company firmographics
Firmographics- Name
- Dynasty Trust Company
- Legal name
- Dynasty Trust Company LLC
- Website
- https://dynastytrustcompany.ai
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Dynasty Trust Company industry classification
Industry- Product category
- Trust Administration Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Funds, Trusts, and Other Financial Vehicles (525)
- akta.pro primary industry
- Directed Trust & Trust Advisory Services (FSAAANAK)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal & Family Trust Services (FSAAANAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Dynasty Trust Company is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Dynasty Trust Company business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Trust Administration Services: Recurring fees for trust administration services provided by Dynasty Trust Company LLC as trustee under a separate DTC Services and Fee Agreement. Services include ongoing trust management, compliance under Nevada law, and administrative functions.
- Trust Template and Document Services: One-time or subscription-based access to trust templates, automated document generation tools, and optional notarization and storage services through the GetDynasty platform.
- Subscription Services with Auto-Renewal: Recurring subscriptions charged at stated amounts at stated frequencies until cancellation. Subscription continues until canceled or service ceases.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Trust Administration Services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Dynasty Trust Company product offering
Product offeringCore offering
Dynasty Trust Company is a Nevada-chartered trust company that serves as a licensed directed trustee administering trusts under NRS Chapters 163 and 166, including asset protection trusts, dynasty/generational plans, QSBS and carried interest structures, trust-held real estate, special needs trusts, ILITs, and closely held business trusts. Trust administration is paired with an AI-powered platform and self-serve templates (GetDynasty) that automate document generation, electronic notarization, and 24/7 client access through a personal Dynasty web portal.
Product overview
Dynasty Trust Company is a Nevada-chartered trust company backed by venture capital and AI technology, operating as a directed trustee under Nevada law (NRS Chapters 163 and 166). The platform is offered through two entities: Dynasty Trust Company LLC handles trust administration and trustee functions as the licensed Nevada trustee, while Dynasty Labs Inc. (GetDynasty) provides the sales, marketing, and trust-creation software — including self-help trust templates, automated document generation, notarization, and storage through the personal Dynasty web portal. The product portfolio includes core trustee services (Trustee Services, Successor Trusteeship & Estate Settlement, Dynasty & Generational Plans, Nevada Directed Trustee, and Asset Protection/NAPTs) alongside specialized modules (Venture Startups and Funds/QSBS, Trust-Held Real Estate, Special Needs Trusts, ILITs, and Closely Held & Small Businesses). All services are supported by AI-powered efficiency enabling rapid service completion and 24/7 digital access.
Differentiator
Problem solved
Functional benefit
Products and services
- Trustee Services
Companies that use Dynasty Trust Company
Customer profileSegments4 records
Ideal customer profiles4 records
Dynasty Trust Company technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature4 records
Dynasty Trust Company partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- StripecoreStripe processes all payments exclusively through its platform. Dynasty does not store payment card information; Stripe handles payment processing and may provide identity verification services. Stripe may collect and process personal information for its own uses including fraud detection and service improvement.
- Partner Law FirmscoreDynasty may introduce users to partner law firms for legal consultation about trusts. With user consent, Dynasty shares trust creation details including beneficiary names, trust objectives, asset details, and planning information to help law firms prepare for consultations. Partner law firms are independent and not affiliated with Dynasty.
- Third-Party InfluencersminorThird-party influencers who educate followers about estate planning may receive discount codes to offer their audience. When users open an account using influencer codes, Dynasty may share contact information (name and email only) with the influencer.
- Independent Notary ServicesminorNotary services offered through the Dynasty platform are provided by independent third-party notaries. Dynasty disclaims liability for notary services.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Dynasty Trust Company competitors and assessment
Company assessmentDirect peers
- Trust & Will: An online trust and estate planning platform that uses technology to streamline the creation of wills, trusts, and estate plans. Directly comparable as a digitally-native, low-friction alternative to traditional trust services, although Trust & Will skews more toward DIY document creation than ongoing directed trustee services.
- Wealth.com: Estate planning software for financial advisors that supports trust, estate, and beneficiary planning workflows. Comparable because it is sold to the same financial advisor channel Dynasty targets, with overlap on modernizing advisor-driven trust and estate work.
- Vanilla: An estate planning platform built specifically for financial advisors, with tools for wills, trusts, and beneficiary planning. Highly comparable given the shared advisor-first GTM motion and focus on digital, modern estate planning infrastructure.
- FreeWill: A digital estate planning platform that helps individuals create wills, trusts, and charitable giving plans online. Comparable as a tech-enabled estate planning alternative that shares Dynasty's digital-first, self-serve and partner-referral distribution approach.
Emerging players
- Cake (cake.com): An end-of-life planning platform offering digital will, trust, and funeral planning tools. Comparable as a tech-forward estate planning player, though it focuses more on end-of-life consumer planning than on directed trustee services for HNW founders.
Broad incumbents
- LegalZoom: A large, established online legal services company offering wills, trusts, LLC formation, and other legal documents. Comparable as a self-serve, low-cost entry point into estate planning, though it is a broad legal services incumbent rather than a directed trustee.
- Rocket Lawyer: An online legal services platform providing document creation, including wills and trusts, with attorney access. Comparable as a mass-market digital legal/estate planning incumbent serving similar self-serve customers, though it does not provide ongoing trustee services.
- Northern Trust: A large, established wealth management and trust company offering personal trust, estate administration, and asset protection services. Comparable as an incumbent trust services provider Dynasty is positioning against on speed, technology, and cost, with Northern Trust serving HNW and UHNW clients globally.
- BNY Mellon Wealth Management: A major global wealth manager with a large personal trust and estate administration business serving HNW and UHNW families. Comparable as a high-end incumbent Dynasty competes with for trust mandates, with deep multi-generational relationships and significant AUM scale.
- Charles Schwab Trust Bank: A large retail-facing trust and custody services provider tied to the Schwab wealth platform, offering personal trust and estate services to Schwab advisor-served clients. Comparable as a high-scale incumbent whose advisor distribution and trust services overlap with Dynasty's target advisor channel.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Dynasty Trust Company social profiles
Digital presenceDynasty Trust Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dynasty Trust Company leadership team
Management profileNumber of profiles
Dynasty Trust Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dynasty Trust Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dynasty Trust Company
What does Dynasty Trust Company do?
Dynasty Trust Company is a Nevada-chartered trust company that serves as a licensed directed trustee administering trusts under NRS Chapters 163 and 166, including asset protection trusts, dynasty/generational plans, QSBS and carried interest structures, trust-held real estate, special needs trusts, ILITs, and closely held business trusts. Trust administration is paired with an AI-powered platform and self-serve templates (GetDynasty) that automate document generation, electronic notarization, and 24/7 client access through a personal Dynasty web portal.
Is Dynasty Trust Company a public or private company?
Dynasty Trust Company is a private company. It is classified as venture growth investor backed and is currently operating.
When was Dynasty Trust Company founded?
Dynasty Trust Company was founded in -1. It employs 1 to 10 people.
Where is Dynasty Trust Company based?
Dynasty Trust Company is headquartered in Las Vegas, United States, in the North America region.
How does Dynasty Trust Company make money?
Three revenue lines are on record. Trust Administration Services are the primary driver. The others are trust Template and Document Services and subscription Services with Auto-Renewal.
Who are Dynasty Trust Company's main competitors?
Direct peers on record are Trust & Will, Wealth.com, Vanilla and FreeWill. Cake (cake.com) is listed as an emerging player. Broad incumbents are LegalZoom, Rocket Lawyer, Northern Trust, BNY Mellon Wealth Management and Charles Schwab Trust Bank.
Does Dynasty Trust Company have an API?
No public API is recorded for Dynasty Trust Company.
What industry is Dynasty Trust Company in?
Dynasty Trust Company's product category is Trust Administration Services. Its primary akta.pro industry code is FSAAANAK, Directed Trust & Trust Advisory Services, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 523991.